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Overview

Services

Advisor Services

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Funds

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Edward Jones 16 years, 4 months Jan 2003 - Present
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Robert Francis Farwell?
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Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Robert Farwell

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 1, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Edward Jones

Last updated on April 30, 2019
    • $329.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3M
      Accounts
    • $108.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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