Best Investors Account Sign in

Robert Christopher Jones

Wells Fargo Advisors Financial Network, LLC

Sarasota, FL

CRD 4250733

Claim This Profile
Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-07-14
  • FL RA
    APPROVED
    Since 2016-07-14

Branch Locations

238 S Washington Blvd, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Sarasota FL 07/2016 Present
Previous Registrations
Other Businesses

ANTICUS SERVICES, LLC; NOT INVESTMENT RELATED; BRADENTON,FL; 100% OWNERSHIP; START 12/11/2019; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 0; OWNER.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START 06/16/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-13
S66 Uniform Combined State Law Examination 2009-09-22
  • S65 Uniform Investment Adviser Law Examination
    2016-07-13
  • S66 Uniform Combined State Law Examination
    2009-09-22
Other Names
  • Chris Jones
  • Robert C Jones
  • Chris R. Jones

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor