Robert Arthur Jones

CRD 734692 · Captrust · Charlotte, NC

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 24Series 8SIESeries 31Series 7
Registered states (7): Florida · Georgia · Iowa · Kentucky · North Carolina · South Carolina · Texas
Years in the industry (source record): 45
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 734692 contains one or more disclosure events as of Aug 20, 2026.

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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
Charlotte, NC · IA capacity

Apr 22, 2015 → present
Capfinancial Securities, LLC.Current
Charlotte, NC · BD capacity

Oct 13, 2009 → present
Captrust Financial Advisors Or "captrust"
IA capacity

Oct 13, 2009 → Apr 22, 2015
Wells Fargo Advisors, LLC
IA capacity

Jun 19, 2002 → Oct 12, 2009
Wells Fargo Advisors, LLC
BD capacity

Jun 15, 2002 → Oct 12, 2009
Wachovia Securities, Inc.
IA capacity

Dec 28, 2001 → Jun 20, 2002
Wachovia Securities, Inc.
BD capacity

Jul 20, 1981 → Jun 15, 2002

Source & corrections

Where this page comes from

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