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Robert Eastwood Jones

Cerity Partners LLC

Denver, CO

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-02-07
  • CO RA
    APPROVED
    Since 2024-02-07

Branch Locations

6900 E Layton Avenue Suite 1150, Denver, CO 80237 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
The Ayco Company, L.P./Mercer Allied Troy MI 08/2015 01/2021
United Capital Financial Advisers, Llc Newport Beach CA 12/2020 Present
Ayco/Goldman Sachs & Co. Llc Troy MI 01/2021 01/2024
Cerity Partners, Llc New York NY 01/2024 Present
  • 08/2015 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Troy, MI
  • 12/2020 → Present
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 01/2021 → 01/2024
    Ayco/Goldman Sachs & Co. Llc
    Troy, MI
  • 01/2024 → Present
    Cerity Partners, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-09
  • S66 Uniform Combined State Law Examination
    2016-02-09

View on SEC IAPD

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