Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Jones has been in the financial industry since August 1992. Robert is currently registered with Stephens in Little Rock, AR. Prior to joining Stephens, Robert was registered with Citistreet Equities LLC, Walnut Street Securities, Inc., 1717 Capital Management Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Robert holds Series 63, Series 65, Series 7, Series 26, and SIE licenses. Robert specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
03/09/2016 - Present
Stephens (LITTLE ROCK AR)
NJ
04/13/2001 - 04/05/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
CA
04/07/1998 - 04/16/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DE
10/08/1997 - 04/01/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
09/10/1996 - 10/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/22/1992 - 09/11/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1992
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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