Jack Lewis Jones

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2003 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 02/2003 → Present
  The Robare Group
  Houston, TX
• 10/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2001-01-26 → 2020-02-03
  Robare & Jones Wealth Management
  Houston, TX
  Houston, TX
• 2000-09-26 → 2003-03-12
  Veravest Investment Advisors, Inc.
  Houston, TX

Other Businesses

1-THE ROBARE GROUP LTD.; INVESTMENT RELATED;Two Chasewood,20405 State Highway 249,Suite 350,Houston,TX 77070; RIA; FINANCIAL ADVISOR; 2000; 160 HRS/MONTH; 7.5 HRS/DAY; COMPENSATION-FEE FOR AUM DETERMINED BY INDIVIDUAL FEE AGREEMENT; MAKING ASSET ALLOCATION DECISIONS, RESEARCHING MANAGERS TO MANAGE- MONITORING AND REPLACING AS NEEDED, REVIEW WITH CLIENTS FOR ONGOING SUITABILITY. 2)Robare Asset Management,Inc;investment related;20415 State Highway 249,Suite 550,Houston,TX 77070;operation entity;owner & employee;3/2000;40+ hrs/month;<1 hr during trading;financial advisor,compare investment strategies,meet with clients,prepare investment recommendations 3)Fixed insurance-LTC,life,etc;not investment related;Two Chasewood,20405 State Highway 249,Suite 350,Houston,TX 77070;fixed insurance;rep;3/1/2000;8-10 hrs/month;<1 hr during trading;brokering fixed insurance products as needed based on client profile

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-11
• S63 Uniform Securities Agent State Law Examination
  1994-09-22

Designations

• Certified Financial Planner

Other Names

• J J Jones