Hilary
Jones Rojo
Verus Capital Partners, LLC
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About this Advisor
Hilary Jones Rojo is a financial advisor operating in Show Low, Arizona with a total of 8 years of relevant experience. Jones Rojo is on the advisory team at Verus Capital Partners, LLC. Jones Rojo has gained experience at Wells Fargo Advisors, LLC, Securities America Inc, Verus Capital Partners, LLC and Lpl Financial, LLC. Jones Rojo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Verus Capital Partners, LLC is a financial advisory business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 27 locations and a total of 47 financial advisors. It administers $948 million in assets under management across its 4,226 client accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advice to 12 charitable organizations. Of its 4,226 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Verus Capital Partners, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$948,186,511
47
4,226
$224,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Hilary Jones Rojo Work History
Hilary has been registered as a financial advisor for 8 years.*
Lpl Financial, LLC
Verus Capital Partners, LLC
Securities America Inc
Wells Fargo Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hilary Jones Rojo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verus Capital Partners, LLC
Pasadena, CA
Scottsdale, AZ
Mesa, AZ
San Diego, CA
Northridge, CA
Mesa, AZ
San Marcos, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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