CRD: 131804
R.t. Jones Capital Equities Management Inc.
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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Ridge horizonBridge
- Established Date
- 07-09-2004
- Office Locations
- 1
Office Locations
About R.t. Jones Capital Equities Management Inc.
Artesys provides retirement-focused investment solutions for financial advisors, plan sponsors, and plan participants, spanning fiduciary support, retirement plan analysis, managed accounts, and CIT-based corporate retirement offerings. For individuals, it delivers a “do it for me” approach that tailors portfolios to risk tolerance, goals, and age and adapts to market dynamics. Positioned as a family-owned firm with national-scale tools and an education center.
Team overview
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Client Personas
CRM
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Owner & Executives
ROBERT TERRENCE JONES
Chairman, Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1518153
- Ownership
- 75% or more
ROBERT TERRENCE JONES JR.
President
- CRD
- #5004128
- Ownership
- Less than 5%
Prime summit
Ember meridian
- CRD
- #56704
- Ownership
- 24.5%
Showing 2 of 3 owners & executives
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JANE ANN DAVIDSON
Vice President
- CRD
- #1620308
STEPHEN SCOTT DAVIS
President
- CRD
- #4641865
Eagle crest
Pathway quantum delta
- CRD
- #60890
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,765,962 | $85,629 |
| Non-Discretionary | $0 | -- |
| Total | $351,765,962 | $85,629 |
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Separately Managed Accounts
Total SMA Asset: $345,965,813
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,017,446,481 | 100.0% |
| Total | $8,017,446,481 | 100.0% |