Robert
Jones
Investor Advisory Group
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About this Advisor
Robert Jones is a financial advisor based in Charlotte, North Carolina, working with Investor Advisory Group. Robert has previously held positions at The Vanguard Group, Inc, Myers Park Presbyterian Church, and Investor Advisory Group, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Robert is part of Investor Advisory Group, which operates out of Charlotte, North Carolina. The firm has 1 office and 4 employees. The firm manages assets totaling $140.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Investor Advisory Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investor Advisory Group Brokerage Details
$140,933,246
4
464
$303,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Robert Jones Work History
Investor Advisory Group, LLC
Myers Park Presbyterian Church
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Robert Jones 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 Investor Advisory Group
Charlotte, NC
Charlotte, NC
Charleston, SC
Charlotte, NC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
