R.T. Jones Capital Equities Management Inc.

Stephen Davis is a financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 17 years with R.T. Jones. R.T. Jones provides fee-only investment management services to individuals, corporate pension and retirement plans, trusts, and endowments. The firm uses proprietary Artesys model portfolios, employing both offensive and defensive strategies primarily through mutual funds and ETFs, and serves a large client base with a focus on scalable client servicing and involvement in pooled investment vehicles.

Robert Jones is a financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with R.T. Jones Capital Equities, Inc. since 1987 and currently serves as CEO of R.T. Jones Capital Management Inc. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, offering discretionary separate-account management through its proprietary Artesys model program. The firm is notable for managing a large client base relative to its advisor headcount and for its involvement with pooled investment vehicles and participant-level managed retirement accounts.

Spencer Seggebruch is a financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO. He holds a Series 65 designation and has 12 years of industry experience, including 13 years with R.T. Jones. R.T. Jones Capital Equities Management provides fee-only investment management services to individuals, corporate pension and retirement plans, trusts, and endowments. The firm offers discretionary separate-account management through its proprietary Artesys model portfolios, which are categorized into Offensive and Defensive approaches primarily using mutual funds and ETFs.

Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nuveen Investments from 2015 to 2020. R.T. Jones provides fee-only investment management services to individuals, corporate pension and retirement plans, trusts, and endowments. The firm uses its proprietary Artesys model program to deliver discretionary separate-account management, focusing on portfolios categorized into Offensive and Defensive approaches primarily through mutual funds and ETFs.

Jane Davidson is a financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at R.T. Jones since 2009 and Moloney Securities Co., Inc. since 2008. R.T. Jones Capital Equities Management provides fee-only investment management services to individuals, corporate pension and retirement plans, trusts, and endowments, offering discretionary separate-account management through its Artesys model portfolios. The firm is notable for servicing a large client base relative to its number of advisors and its role as a subadviser to a collective investment trust.

Robert Jones Jr. is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 credential with 13 years of industry experience. He has been with R.T. Jones since 2012. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, serving also as an ERISA §3(38) investment manager and subadviser to a collective investment trust. The firm uses proprietary Artesys model portfolios with Offensive and Defensive strategies, primarily employing mutual funds and ETFs, and serves a large client base with a relatively small advisory team.