Robert Nelson Jones Jr
CFP®Professional Summary
Robert Nelson Jones JR, CFP® was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1993 - 2022. Robert had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
ISLAND LIGHT CAPITAL | ISLAND LIGHT CAPITAL CORPORATION | ISLAND LIGHT CAPITAL CORP
Contact Information
Main Address
Dover, MAMailing Address
5 Walpole Street #306, Dover, MA 02030Phone Number
(508) 687-0061# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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