Robert Jones
1900 Wealth · San Antonio, Texas
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.
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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 | $3.07B across 1,067 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5348952 |
| Exams passed | Series 63 (2008) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.jeffersonbank.com |
How Robert's firm compares
- 1900 Wealth's average account is about $2.9 million, from its Form ADV (assets managed divided by 1,067 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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