Jonathan
Seiter

R.T. Jones Capital Equities Management Inc

CRD#4752288
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jonathan Seiter is a financial advisor based in Saint Louis, Missouri, working with R.T. Jones Capital Equities Management Inc. Jonathan has previously held positions at Calvert Investment Distributors, Inc, Nuveen Investments, and R.T. Jones Capital Equities, Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Jonathan is part of R.T. Jones Capital Equities Management Inc, which operates out of Saint Louis, Missouri. The firm has 7 employees and manages assets totaling $466.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars. The fee structure at R.T. Jones Capital Equities Management Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

8151 Clayton Road Suite 300
Saint Louis, MO 63117

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R.T. Jones Capital Equities Management Inc Brokerage Details

Total Assets Under Management

$466,106,452

MO Average: $11,469,110,461
Total Number of Employees

7

MO Average: 458
Total Number of Accounts

5,466

MO Average: 33,415
Average Account Size

$85,274

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Educational seminars/workshops

Jonathan Seiter Work History

2022 - Present (2 years)

R.T. Jones Capital Equities, Inc

2015 - 2020 (5 years)

Nuveen Investments

2013 - 2015 (2 years)

Calvert Investment Distributors, Inc

Disclosures

Please visit the SEC profile of Jonathan Seiter 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 R.T. Jones Capital Equities Management Inc

Jonathan Seiter
Saint Louis, MO
Spencer Seggebruch
Saint Louis, MO
Robert Jones
Saint Louis, MO
Stephen Davis
Saint Louis, MO
Jane Davidson
Saint Louis, MO
Robert Jones
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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