Robert Marshall Jones

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2009 → 08/2025
  M Holdings Securities,Inc.
  Portland, OR
• 11/2012 → 11/2017
  Lion Street
  Austin, TX
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  West Palm Beach, FL
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  West Palm Beach, FL

Previous Registrations

• 2010-07-06 → 2025-08-11
  M Holdings Securities, Inc.
  West Palm Beach, FL
  Portland, OR
  West Palm Beach, FL
  Morristown, NJ
  Palm Beach Gardens, FL
  West Palm Beach, FL
• 1999-03-30 → 2010-01-04
  Valmark Advisers, Inc.
  W Palm Beach, FL

Other Businesses

(1) 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Non-variable Insurance P/T: Broker I/R: Yes 04/01/83 HPM: 11-20 HPM trad hrs: 2-10 Duties: Advisor selling non-variable LIP and related life, health, and annuity insurance policies. (2) Eagle Rock Wealth Management, Inc., a Greenberg & Rapp Co. 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Spprt Co. N-Own, P/T: Other I/R: No 06/01/24 HPM: 2-10 HPM trad hrs: 2-10 Duties: Marketing and Sales. (3) Greenberg & Rapp 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Spprt Co. -Own, P/T: Independent Contractor I/R: No 04/03/25 HPM: 81+ HPM trad hrs: 41+ Duties: LIP and related product sales. (4) Jones Lowry LLC 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Spprt Co. - Own, P/T: Independent Contractor, Other I/R: No 04/03/24 HPM: 81+ HPM trad hrs: 41+ Duties: Commission from sales of vrbl and n-vrbl life insrncI am a 35% non-managing Own, er of the LLC. Patrick Maguire, on behalf of Greenberg & Rapp, is a 30% Own, er and the managing member of the LLC. (5) Palm Beach Atlantic University 901 S. Flagler Drive, W Palm Beach, FL, 33401, Non profit P/T: Board Member, Committee Member I/R: No 09/01/96 HPM: 2-10 HPM trad hrs: 2-10 Duties: Governance & Fundraising. (6) Phylax Legacy Advisors (this is a DBA for Jones Lowry, LLC 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Spprt Co. - Own, P/T: Other I/R: No 12/01/25 HPM: 81+ HPM trad hrs: 41+ Duties: LIP Sales. (7) R. Marshall Jones, Inc. 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Business Own, er P/T: Own, /Proprietor I/R: No 02/01/79 HPM: 81+ HPM trad hrs: 41+ Duties: LIP sales. (8) R. Marshall Jones, Inc. 470 Columbia Dr Ste 100E, W Palm Beach, FL, 33409, Business Own, er P/T: Own, LIP I/R: No 11/15/92 HPM: 11-20 HPM trad hrs: 11-20 Duties: Fee for Service: LIP reviews, consulting, and Expert Witness work related to Lf Ins. (9) The Article 5th Section 11 Tst FBO Chad Hall uta 12/16/93 103 Esperanza Way, , FL, 33418, Control Person P/T: Ttee(Acting) I/R: Yes 12/16/93 HPM: 0-1 HPM trad hrs: 0-1 Duties: As Co-Tteewith Kim Beaumont, CPA, we oversee inv mgt that has been 100% delegated to outside inv irms since inception pursuant to the InvPolicy Statement. The Tst distributes income and principal to the bene, addres his desires and concerns, and seeks to fulfill the purposes of the Tst based on the intent of the Grantor. (10) The New GST Exempt Tst FBO Anne Farish Hall dtd 09/24/20 103 Esperanza Way, , FL, 33418, Control Person P/T: Ttee(Acting) I/R: Yes 12/16/93 HPM: 0-1 HPM trad hrs: 0-1 Duties: As Co-Tstee, I oversee inv mgt that has been 100% delegated to outside inv irms since inception pursuant to the InvPolicy Statement. We distribute income and principal to the bene addr their desires and concerns, and seek to fulfill the purposes of the Tst based on the intent of the Grantor. (11) The New GST Non-Exempt Tst FBO Anne Farish Hall dtd09-08-2015. 103 Esperanza Way, , FL, 33418, Control Person P/T: Ttee(Acting) I/R: Yes 12/16/93 HPM: 0-1 HPM trad hrs: 0-1 Duties: As Co-Tstee, I oversee inv mgt that has been 100% delegated to outside inv irms since inception pursuant to the InvPolicy Statement. We distribute income and principal to the bene addr their desires and concerns, and seek to fulfill the purposes of the Tst based on the intent of the Grantor. (12) The Section 4 Tst fbo Anne Farish Hall under the Joseph D. Farish IrrTst 103 Esperanza Way, , FL, 33418, Control Person P/T: Ttee(Acting) I/R: Yes 12/16/93 HPM: 0-1 HPM trad hrs: 0-1 Duties: As Tstee, I oversee inv mgt that has been 100% delegated to outside inv irms since inception pursuant to the InvPolicy Statement. The Tst distributes income and principal to the bene, addres her desires and concerns, and seeks to fulfill the purposes of the Tst based on the intent of the Grantor.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-03
• S63 Uniform Securities Agent State Law Examination
  1994-05-05

Other Names

• Marshall Jones
• Rmarshall Jones
• Rmarshall Jones
• R Marshall Jones