Robert Jones
CRD Number: 1874570Current Firm: United Planners' Financial Services Of America A Limited Partner
Robert Jones (CRD# 1874570) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, OH and has over 35 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Jan 2020 - Current | 4 |
| Shawnee Meadows LLC | Milford, OH | Mar 2003 - Current | 21 |
| Whitetail Woodlands LLC | Milford, OH | Jun 2000 - Current | 23 |
| Robert C Jones | Milford, OH | May 1991 - Current | 33 |
| Securities America, Inc. | Milford, OH | Oct 2004 - Jan 2020 | 15 |
| Securities America Advisors, Inc. | Milford, OH | Oct 2004 - Jan 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- OH
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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