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Robert Carlisle Jones

SYSTEM 2 ADVISORS, L.P.·SUMMIT, New Jersey
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47 MAPLE STREET, SUMMIT, NJ 07901CRD# 726793Firm CRD# 164189
01

About

Robert Carlisle Jones is a registered financial advisor based in SUMMIT, New Jersey, affiliated with SYSTEM 2 ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SYSTEM 2 ADVISORS, L.P.
SYSTEM 2 ADVISORS, L.P.
AUM
$615M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SYSTEM 2 ADVISORS, L.P. →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 726793
Firm CRD# 164189
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Carlisle Jones offer?
Robert Carlisle Jones specializes in Investment Management, Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Robert Carlisle Jones's credentials?
Robert Carlisle Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Carlisle Jones located?
Robert Carlisle Jones is based in SUMMIT, New Jersey, working with SYSTEM 2 ADVISORS, L.P.. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Robert Carlisle Jones charge for services?
Robert Carlisle Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYSTEM 2 ADVISORS, L.P.?
SYSTEM 2 ADVISORS, L.P. has approximately 6 employees and manages $615M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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