Unclaimed
John Robert Elliott Redd is a registered representative and investment advisor representative with Edward Jones, a well-established firm with a focus on individual and family wealth management. John Robert has been working in the industry since 2001 and possesses a strong knowledge base and understanding of the financial services landscape. John Robert's expertise includes financial planning, pension consulting, and selection of other advisors, all of which can help clients meet their diverse investment goals. John Robert is active in the community, holding leadership roles in the Church of Jesus Christ of Latter-day Saints and Rotary International. This commitment reflects John Robert's dedication to serving others and contributing positively to the community.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
UT
05/31/2007 - Present
Edward Jones (CENTERVILLE UT)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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