R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 131804
- Registered since
- July 9, 2004
- Website
- artesysonline.com
- Custodians
- ONEAMERICA SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals71.75%
- HNWI15.17%
- Pension & Profit Sharing Plans11.84%
- Pooled Investment Vehicles1.22%
- Charitable Organizations0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops
Firm profile
FINTRXOverview
R.T. Jones Capital Equities Management Inc. is a corporation that has been registered with the SEC since 2004. The firm primarily focuses on portfolio management for individuals, small businesses, and pooled investment vehicles. Additionally, it offers educational seminars and workshops aimed at enhancing clients' understanding of investment strategies. The firm serves a diverse client base, including individual and family clients as well as institutional investors. R.T. Jones Capital Equities Management Inc. operates under a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
3 of 3STEPHEN DAVIS
Chief Investment OfficerCRD 4641865
ROBERT JONES
President, Chief Operating OfficerCRD 5004128
ROBERT JONES
CEOCRD 1518153
Contacts
3 of 3SPENCER SEGGEBRUCH
Investment AnalystCRD 6261728
JANE DAVIDSON
Vice PresidentCRD 1620308
JONATHAN SEITER
Regional Sales DirectorCRD 4752288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 8151 Clayton Rd
- Time zone
- CT (UTC-6)
- Office locations
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