Robert Charles Jones

CRD 4905062 · Captrust · Raleigh, NC

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 66Series 24SIESeries 55Series 7
Registered states (1): North Carolina
Years in the industry (source record): 21
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (7)

From the source registration record · current first

CaptrustCurrent
Raleigh, NC · IA capacity

Jan 22, 2019 → present
Capfinancial Securities, LLC.Current
Raleigh, NC · BD capacity

Jan 17, 2019 → present
Morgan Stanley
IA capacity

Jun 21, 2013 → Nov 12, 2018
Morgan Stanley
BD capacity

May 22, 2013 → Nov 12, 2018
Td Ameritrade Clearing, Inc.
BD capacity

Sep 18, 2006 → Apr 9, 2013
Td Ameritrade, Inc.
BD capacity

Apr 22, 2006 → Sep 18, 2006
Ameritrade, Inc.
BD capacity

Nov 22, 2005 → Apr 22, 2006

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4905062 ↗ FINRA BrokerCheck record for CRD 4905062 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.