Robert Boyd Jones
Investment adviser representative at 1900 Wealth
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- 1900 WealthJun 2023 to now
- 1900 Wealth Management LLCJun 2023 to now
- USAA Asset Management CompanyApr 2016 to May 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
1900 Wealth
Legal name: 1900 Wealth Management LLC
$3.1BAssets managed
496Clients
18Advisers
11 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
- 5348952
- Firm CRD
- 175346