Robert Carroll Jones

Current Employers

Employment History

• 10/2004 → 01/2020
  Securities America, Inc.
  Milford, OH
• 10/2004 → 01/2020
  Securities America Advisors, Inc.
  Milford, OH
• 01/2020 → 11/2024
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 06/2000 → 11/2024
  Whitetail Woodlands Llc
  Milford, OH
• 05/1991 → 11/2024
  Robert C Jones
  Milford, OH
• 03/2003 → 11/2024
  Shawnee Meadows Llc
  Milford, OH
• 11/2024 → Present
  Vanderbilt Financial Group
  Woodbury, NY

Previous Registrations

• 2020-01-03 → 2024-11-25
  United Planners' Financial Services Of America A Limited Partner
  Milford, OH
  Scottsdale, AZ
• 2004-10-05 → 2019-12-31
  Securities America Advisors, Inc.
  Alexandria, KY
  Milford, OH
• 2002-06-11 → 2004-10-06
  Raymond James Financial Services, Inc.
  Erlanger, KY

Other Businesses

1.) American Capitol Advisors LLC. Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: President/Owner. Duties: Tax reporting and operating entity for my affiliated investment advisory practice with Vanderbilt Financial. Time spent during regular hours: 95%. 2.) Fixed Insurance Sales. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Agent/Owner. Duties: Servicing & Accounting for Fixed Insurance Sales. Time spent during regular hours: 5% 3.) Whitetail Woodlands LLC. Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Managing Member/Owner. Duties: Real estate Investment - 136 Acres held for investment. Time spent during regular hours: 0%. 4.) Shawnee Meadows LLC. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Managing Member/Owner. Duties: Real estate holding company - 50 Acre farm held as an investment. Time spent during regular hours: 0% 5.) Robert W. Jones. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: POA for Robert W. Jones - Acting in a Fiduciary Capacity. Duties: Time spent during regular hours: 0%. 6.) Robert W. & Anna J. Jones CRT. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Trustee. Duties: I serve as a trustee for my parents CRT. Time spent during regular hours: 0%. 7) Harry Maescher Ferguson Foundation. Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Advisory Council Member. Duties: I serve on the advisory council for the Harry Maescher Ferguson Foundation. Time spent during regular hours: 0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-09
• S63 Uniform Securities Agent State Law Examination
  1988-11-18

Other Names

• Bob Jones