RJ
Robert C. Jones
CONSOLIDATED PORTFOLIO REVIEW CORP
Milford, OH 45150
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CRD#: 1874570
RJ
Professional summary
Robert Carroll Jones, who also goes by Bob Jones, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Milford, Ohio and VANDERBILT SECURITIES, LLC located in Milford, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Jones
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) American Capitol Advisors LLC. Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: President/Owner. Duties: Tax reporting and operating entity for my affiliated investment advisory practice with Vanderbilt Financial. Time spent during regular hours: 95%. 2.) Fixed Insurance Sales. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Agent/Owner. Duties: Servicing & Accounting for Fixed Insurance Sales. Time spent during regular hours: 5% 3.) Whitetail Woodlands LLC. Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Managing Member/Owner. Duties: Real estate Investment - 136 Acres held for investment. Time spent during regular hours: 0%. 4.) Shawnee Meadows LLC. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Managing Member/Owner. Duties: Real estate holding company - 50 Acre farm held as an investment. Time spent during regular hours: 0% 5.) Robert W. Jones. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: POA for Robert W. Jones - Acting in a Fiduciary Capacity. Duties: Time spent during regular hours: 0%. 6.) Robert W. & Anna J. Jones CRT. Not Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Trustee. Duties: I serve as a trustee for my parents CRT. Time spent during regular hours: 0%. 7) Harry Maescher Ferguson Foundation. Investment Related. Start date: 12/29/2024. Address: 5401 Dry Run Road, Milford OH, 45150. Title: Advisory Council Member. Duties: I serve on the advisory council for the Harry Maescher Ferguson Foundation. Time spent during regular hours: 0%.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Carroll Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 13, 2024 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 5401 Dry Run Road, Milford, OH 45150RIA
CRD#: 112694
Milford, OH
Current
November 13, 2024 - Present
VANDERBILT SECURITIES, LLC
Office #1: 5401 Dry Run Road, Milford, OH 45150BD
CRD#: 5953
Milford, OH
Past
January 3, 2020 - November 25, 2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
MILFORD, OH
Past
January 2, 2020 - November 25, 2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
MILFORD, OH
Past
October 5, 2004 - December 31, 2019
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MILFORD, OH
Past
October 1, 2004 - December 31, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
MILFORD, OH
Past
June 11, 2002 - October 6, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
ERLANGER, KY
Past
July 16, 2001 - October 6, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
June 11, 1991 - July 18, 2001
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
October 28, 1988 - June 20, 1991
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/13/2024)
RR
Florida(11/13/2024)
RR
Illinois(11/13/2024)
RR
Indiana(11/13/2024)
RR
Kentucky(11/13/2024)
RR
Nevada(11/13/2024)
RR
New Jersey(11/13/2024)
RR
North Carolina(11/13/2024)
RR
Ohio(11/13/2024)
IAR
Ohio(11/13/2024)
RR
Tennessee(11/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD#: 112694Milford, OH 45150TRUST BUT VERIFY
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