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Robert Joel Jones

Investor Advisory Group

Charlotte, NC

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Current Employers
Investor Advisory Group

421 South Sharon Amity Road Suite A, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-31
NC RA APPROVED 2016-02-10
  • TX RA
    APPROVED_RES
    Since 2026-03-31
  • NC RA
    APPROVED
    Since 2016-02-10

Branch Locations

421 South Sharon Amity Road Suite A, Charlotte, NC 28211 • 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
Myers Park Presbyterian Church Charlotte NC 06/2014 06/2017
Investor Advisory Group, Llc Charlotte NC 12/2015 Present
  • 06/2014 → 06/2017
    Myers Park Presbyterian Church
    Charlotte, NC
  • 12/2015 → Present
    Investor Advisory Group, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-10
S63 Uniform Securities Agent State Law Examination 2013-09-25
  • S65 Uniform Investment Adviser Law Examination
    2016-02-10
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25

View on SEC IAPD

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