Robert Henry Jones

Employer firm

Victus Capital Wealth CRD 154899

$280M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
• 08/2014 → Present
  Victus Capital Wealth
  Los Angeles, CA

Previous Registrations

• 2011-02-24 → 2015-05-26
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
• 2009-06-01 → 2011-02-11
  Morgan Stanley
  Beverly Hills, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beverly Hills, CA
• 2005-08-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Beverly Hills, CA
  Beverly Hls, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-07-13

Other Names

• Bobby Jones