Robert Terrence Jones
Investment adviser representative at R.T. Jones Capital Equities Management Inc.
14 yearsExperience
1 stateRegistered in
$351.8MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- R.T. Jones Capital Equities Management Inc.Feb 2013 to now
- R.T. Jones Capital Equities Managment , Inc.Jan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MO).
R.T. Jones Capital Equities Management Inc.
$351.8MAssets managed
4,108Clients
5Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5004128
- Firm CRD
- 131804