Roland JonesCRD Number: 732011
Current Firm: Capital Advisers, Inc.
Roland Jones (CRD# 732011) is an Investment Advisor Representative working at Capital Advisers, Inc. in Raleigh, NC and has over 36 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Capital Advisers, Inc.||Raleigh, NC||Apr 1996 - Current||26|
|Capital Investment Group, Inc.||Raleigh, NC||Jan 1989 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Total Assets Under Management431MILLIONS
Total Number of Accounts1,160ACCOUNTS
Average Account Value$371,741
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, NC, SC, TX, VA
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