Robert H. Jones

VICTUS CAPITAL WEALTH

Santa Monica, CA 90401

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CRD#: 3111524

Professional summary

Robert Henry Jones, who also goes by Bobby Jones, is a registered financial advisor currently at VICTUS CAPITAL WEALTH located in Santa Monica, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 7 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Henry Jones's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 12, 2014 - Present

VICTUS CAPITAL WEALTH

Office #1: 1327 Ocean Avenue Suite K, Santa Monica, CA 90401

RIA

CRD#: 154899

Santa Monica, CA

Past

March 8, 2012 - September 2, 2014

MUTUAL SECURITIES, INC.

CRD#: 13092

BEVERLY HILLS, CA

Past

March 8, 2011 - March 9, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BEVERLY HILLS, CA

Past

February 24, 2011 - May 26, 2015

BEVERLY HILLS WEALTH MANAGEMENT, LLC

RIA

CRD#: 152031

BEVERLY HILLS, CA

Past

June 1, 2009 - February 11, 2011

MORGAN STANLEY

RIA

CRD#: 149777

BEVERLY HILLS, CA

Past

June 1, 2009 - February 11, 2011

MORGAN STANLEY

CRD#: 149777

BEVERLY HILLS, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BEVERLY HILLS, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BEVERLY HILLS, CA

Past

August 22, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BEVERLY HILLS, CA

Past

July 1, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BEVERLY HILLS, CA

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".

VICTUS CAPITAL WEALTH

CFMV GLOBAL WEALTH ADVISORS, LLC | VICTUS CAPTIAL WEALTH, LLC | VICTUS CAPITAL WEALTH | CMV GLOBAL WEALTH ADVISORS, LLC

CRD#: 154899 / SEC#: 801-71919

RIA

Registered Investment Advisory firm - (11/5/2010 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.

Highlighted states indicate IAR registrations

IAR

California
(9/12/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 7/16/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/30/2005

General Securities Representative Examination

Current Firm

VICTUS CAPITAL WEALTH

CFMV GLOBAL WEALTH ADVISORS, LLC | VICTUS CAPTIAL WEALTH, LLC | VICTUS CAPITAL WEALTH | CMV GLOBAL WEALTH ADVISORS, LLC

CRD#: 154899 / SEC#: 801-71919

RIA

Registered Investment Advisory firm - (11/5/2010 Approved)

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Contact information

Main Address

1327 Ocean Avenue Suite K, Santa Monica, CA 90401

Mailing Address

Phone number

(310) 622-1280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCW - FORM ADV PART 2A - FIRM BROCHURE 2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 250,865,769

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.

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Firm Stability Insights

Robert H. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Henry Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

BEVERLY HILLS WEALTH MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

VICTUS CAPITAL WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2005

Series 31

Date: 7/16/2005

Series 7

Date: 6/30/2005

Current Firm

VICTUS CAPITAL WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICTUS CAPITAL WEALTH

TRUST BUT VERIFY

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