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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

ROBERT PITTMAN JONES

Advisor at PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ | Duluth, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: May 24, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE ADVISOR GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 23, 2000
First registration: May 24, 2000
Dual registered: yes, broker-dealer
Other names: ROBERT P. JONES|ROBERT PITTMAN JONES
IAPD individual key: 4095208

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Mar 28, 2018	n/a	yes	Duluth, GA\|MORRISTOWN, NJ	Current employment
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 6, 2011	Feb 20, 2018	no	APPLETON, WI\|Duluth, GA\|DECATUR, GA\|APPLETON, WI	Previous registration
SAGE CAPITAL HOLDINGS, LLC	Former SEC adviser	Mar 24, 2011	Oct 7, 2011	no	ATLANTA, GA	Previous registration
CERTUSSECURITIES, INC.	n/a	Jun 2, 2010	Mar 28, 2011	no	SUWANEE, GA\|ATLANTA, GA\|CHARLOTTE, NC	Previous registration
FIRST LEGACY SECURITIES, LLC	n/a	Jun 12, 2008	Apr 27, 2010	no	SUWANEE, GA\|HELENA, AL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Mar 2, 2005	Jun 17, 2008	no	ATLANTA, GA\|SUWANEE, GA\|ATLANTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Feb 22, 2005	no	ATLANTA, GA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	May 24, 2000	Jul 1, 2003	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVEST FINANCIAL CORPORATION	PRIVATE ADVISOR GROUP, LLC	Feb 20, 2018	Mar 28, 2018	36	Firm change	Other
SAGE CAPITAL HOLDINGS, LLC	INVEST FINANCIAL CORPORATION	Oct 7, 2011	Oct 6, 2011	-1	Firm change	Other
CERTUSSECURITIES, INC.	SAGE CAPITAL HOLDINGS, LLC	Mar 28, 2011	Mar 24, 2011	-4	Firm change	Other
FIRST LEGACY SECURITIES, LLC	CERTUSSECURITIES, INC.	Apr 27, 2010	Jun 2, 2010	36	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	FIRST LEGACY SECURITIES, LLC	Jun 17, 2008	Jun 12, 2008	-5	Firm change	Other
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES, INC.	Feb 22, 2005	Mar 2, 2005	8	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
12984:155216:WI:2018-02-20	Feb 20, 2018	Mar 28, 2018	APPLETON, WI	Firm change

Relationships

Registered with (8)

→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Mar 28, 2018 to presentfactForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 6, 2011 to Feb 20, 2018factForm ADV
→ SAGE CAPITAL HOLDINGS, LLCRegistered adviserregistration: previous registration
Mar 24, 2011 to Oct 7, 2011factForm ADV
→ CERTUSSECURITIES, INC.Registered adviserregistration: previous registration
Jun 2, 2010 to Mar 28, 2011factForm ADV
→ FIRST LEGACY SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 12, 2008 to Apr 27, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 2, 2005 to Jun 17, 2008factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Feb 22, 2005factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
May 24, 2000 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.