Robert B. Jones

1900 WEALTH

San Antonio, TX 78215

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CRD#: 5348952

Professional summary

Robert Boyd Jones, who also goes by Bobby Jones, is a registered financial advisor currently at 1900 WEALTH located in San Antonio, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 3 firms and has passed the Series 63 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 Boyd 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

June 13, 2023 - Present

1900 WEALTH

Office #1: 1900 Broadway Suite 900, San Antonio, TX 78215

RIA

CRD#: 175346

San Antonio, TX

Past

September 22, 2008 - July 16, 2009

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

October 17, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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".

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 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

Texas
(6/13/2023)

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

Series 63

Date: 1/29/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2007

General Securities Representative Examination

Current Firm

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

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Contact information

Main Address

1900 Broadway Suite 900, San Antonio, TX 78215

Mailing Address

Phone number

(210) 736-7770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	911
AUM (Assets Under Management)	$ 2,268,162,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/13/2023	Cover Page	Report

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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Robert B. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

1900 WEALTH

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

1900 WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/2008

Series 7

Date: 10/16/2007

Current Firm

1900 WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

1900 WEALTH

TRUST BUT VERIFY

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