Robert Boyd Jones

Employer firm

1900 Wealth CRD 175346

$3.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 04/2016 → 05/2023
  Usaa Asset Management Company
  San Antonio, TX
• 06/2023 → Present
  1900 Wealth Management Llc
  San Antonio, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-01-29

Designations

• Chartered Financial Analyst

Other Names

• Bobby Jones