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Robert David Jones

EXETER PROPERTY GROUP, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
101 W. ELM STREET, CONSHOHOCKEN, PA 19428CRD# 6031540Firm CRD# 161935
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EXETER PROPERTY GROUP, LLC
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6031540
Firm CRD# 161935
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
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Research
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