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Richard Walter Iv Jones

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
SIE, Series 1, Series 7TO, Series 24, Series 52TO, Series 63, Series 65Clean record27 years registeredDAVENPORT & COMPANY LLC
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 261654Firm CRD# 1588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Walter Iv Jones · RICHMOND, VA
Registration
CRD #261654 · DAVENPORT & COMPANY LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

Mar 1999present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 52TO
Series 63
Series 65
Registration record
First registered · March 22, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVENPORT & COMPANY LLC
CRD 1588 · SEC 801-13057
AUM
$19.3B
Regulatory assets under management
Employees
494
20,878 client accounts
Services offered by DAVENPORT & COMPANY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Richard Walter Iv Jones offer?
Richard Walter Iv Jones specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Richard Walter Iv Jones's credentials?
Richard Walter Iv Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Walter Iv Jones located?
Richard Walter Iv Jones is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Richard Walter Iv Jones charge for services?
Richard Walter Iv Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: 12b-1 fees and/or shareholder servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVENPORT & COMPANY LLC?
DAVENPORT & COMPANY LLC has approximately 494 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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