Robert Larsen Jones

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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:

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Pawleys Island, SC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Pawleys Island, SC

Previous Registrations

• 1999-10-15 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Pawleys Island, SC
  Pawleys Island, SC
  St. Louis, MO

Other Businesses

JONES BEACH HOUSE LLC, INV RELATED, 20% OWNERSHIP OF FAMILY BEACH HOME, 2 HOURS PER MONTH, PAYLEYS ISLAND SC, START 4/1/1998. RIVER OAKS PROPERTY OWNERS ASSOCIATION; NOT INV. RELATED; PAWLEYS ISLAND, SC; SECRETARY; START DATE 6/2017; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES; HANDLE CORRESPONDENCE BETWEEN THE PROPERTY OWNERS ASSOCIATION AND ITS MEMBERS AND OUTSIDE ENTITIES. RENTAL PROPERTY, INV RELATED, CLEMSON, SC, 100% OWNERSHIP, START: 12/13/2017, 2 HRS/MONTH, LESS THAN 1 HR DURING TRADING.; CO-TRUSTEE FOR MOTHER-IN-LAW'S TRUST, INV RELATED, MOUNT PLEASANT, SC, START: 12/1/2022, 1 HR/MONTH, 1 HR DURING TRADING. JONESIN IN CLEMSON, LLC, INVT RELATED, PAWLEYS ISLAND, SC, 100% OWNERSHIP WITH SPOUSE, START DATE 3/2/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, HOLD RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-18
• S63 Uniform Securities Agent State Law Examination
  1993-07-02

Designations

• Certified Financial Planner

Other Names

• Robby Larsen Jones
• Robby L Jones