# Robert Jones

> Robert Jones is a fee-only financial advisor at 1900 Wealth in San Antonio, Texas, who holds the CFA credential. 1900 Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-jones-5348952/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 1900 Wealth
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $3.07B across 1,067 accounts
- **Credentials:** CFA
- **CRD:** 5348952 (https://adviserinfo.sec.gov/individual/summary/5348952)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2008)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://www.jeffersonbank.com

## Frequently asked questions

### Is Robert Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and 1900 Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, 1900 Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Robert Jones based?

Robert Jones is based in San Antonio, Texas.

### What credentials does Robert Jones hold?

Robert Jones holds the CFA credential.

### Is Robert Jones registered with the SEC?

Yes. Robert Jones is registered as an investment adviser representative in TX (CRD 5348952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 1900 Wealth manage?

1900 Wealth reports $3.07B across 1,067 accounts in assets under management.

### How do I contact Robert Jones?

Through Robert's website, www.jeffersonbank.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5348952): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.