Unclaimed Profile

Robert David Jones

EXETER PROPERTY GROUP, LLC·CONSHOHOCKEN, Pennsylvania

Clean recordEXETER PROPERTY GROUP, LLC

101 W. ELM STREET, CONSHOHOCKEN, PA 19428CRD# 6031540Firm CRD# 161935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert David Jones · CONSHOHOCKEN, PA

Registration

CRD #6031540 · EXETER PROPERTY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert David Jones is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with EXETER PROPERTY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EXETER PROPERTY GROUP, LLC

AUM

$26.6B

Regulatory assets under management

Employees

227

Total firm employees

View all advisors at EXETER PROPERTY GROUP, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6031540

Firm CRD# 161935

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert David Jones offer?

Robert David Jones specializes in Retirement Planning. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Robert David Jones's credentials?

Robert David Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert David Jones located?

Robert David Jones is based in CONSHOHOCKEN, Pennsylvania, working with EXETER PROPERTY GROUP, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Robert David Jones charge for services?

Robert David 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 EXETER PROPERTY GROUP, LLC?

EXETER PROPERTY GROUP, LLC has approximately 227 employees and manages $26.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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