Robert N. Jones
Securities Claims Management, LLC
60 Grasmere Drive
Falmouth, MA 02540
Work: (508) 237-7007
Rob Jones is a securities litigation consultant, damages and suitability analyst, expert witness, Chartered Financial Consultant®, Certified Fraud Examiner® and FINRA Arbitrator.
Rob specializes in damage calculations, suitability determinations, net out-of-pocket analysis, trade-by-trade analysis, market adjusted damages, market comparison analysis, turnover and cost/equity ratios, portfolio modeling, modern portfolio theory, exhibit preparation, FINRA Rules of Arbitration Procedures, and litigation support.
Since 1995, Rob has been involved in the securities litigation process, initially with a law firm that represented many of the largest brokerage houses in the country. Since 2001, Rob has worked exclusively on behalf of individual investors on their claims against members of the securities industry. In 2011, he started Securities Claims Management with an aim to provide attorneys a unique hybrid of expert analytics and superior litigation support at a remarkably affordable price.
Over the years, Rob has analyzed hundreds of accounts and has been involved in dozens of FINRA arbitration cases. Rob has earned the designations of Chartered Financial Consultant® and Certified Fraud Examiner® and as such is trained in comprehensive financial planning and the investigation and detection of fraudulent activity.
Rob utilizes the latest software tools to review, analyze and calculate damages in investment accounts. His specialized analytics highlight all aspects of an account’s activity including out-of-pocket damages, trade-by-trade activity, turnover ratios, suitability/risk metrics, and market adjusted damages.
Rob has been qualified to testify in FINRA, AAA and state court matters. Rob stands behind all of his reports and opinions and testifies with confidence in regards to the validity of the results and the procedures used to obtain them.
Experienced, careful, creative and thorough, Rob blends his arts background into the production of his reports, resulting in well-designed graphics that make his work highly readable and persuasive.