Robert Henry Jones
Advisor at Victus Capital Wealth — Santa Monica, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
21 years
Location
Santa Monica, CA 90401
Victus Capital Wealth
Supported
Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Beverly Hills Wealth Management. Jones has been with Victus Capital Wealth since 2014. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with various investment strategies and regularly monitors and rebalances client portfolios under a fiduciary standard.
Based on Victus Capital Wealth
Based on Victus Capital Wealth
$0 - $5,000,000: 1.25% $5,000,001 - $20,000,000: 1.00% $20,000,001+: 0.75%
Santa Monica, CA
1327 Ocean Avenue, Suite K
Santa Monica CA 90401
Advisors at this office
2
California
21 years of industry experience
Victus Capital Wealth
2014 - Present • 12 years
Los Angeles, CA
Beverly Hills Wealth Management, Llc
2011 - 2015 • 4 years
Beverly Hills, CA
Morgan Stanley
2009 - 2011 • 2 years
Beverly Hills, CA
Morgan Stanley & Co. LLC
2007 - 2009 • 2 years
Beverly Hills, CA
Morgan Stanley Dw Inc.
2005 - 2007 • 2 years
CA
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