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Robert Terrence Jones

R.T. Jones Capital Equities Management Inc.

St. Louis, MO

CRD 5004128

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Employer firm

R.t. Jones Capital Equities Management Inc. CRD 131804

$352M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Educational seminars

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

Current Employers
R.T. Jones Capital Equities Management Inc.

8151 Clayton Road Suite 300, St. Louis, MO 63117 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2013-02-27
  • MO RA
    APPROVED
    Since 2013-02-27

Branch Locations

8151 Clayton Road Suite 300, St. Louis, MO 63117 • 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
R.T. Jones Capital Equities Managment , Inc. St. Louis MO 01/2012 Present
  • 01/2012 → Present
    R.T. Jones Capital Equities Managment , Inc.
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-26
  • S65 Uniform Investment Adviser Law Examination
    2013-02-26
Other Names
  • Rt Jones

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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