Roberto De Jesus, financial advisor Acworth GA
93 score

Roberto De Jesus

CRD Number: 5381387
Current Firm: Edward Jones

Roberto De Jesus (CRD# 5381387) is an Investment Advisor Representative working at Edward Jones in Acworth, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2007 - Current 9
Restoration Hardware Atlanta, GA Jun 2007 - Jul 2007 < 1
Laufen Tile Int. San Jose, CA Jan 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Roberto De Jesus
Phone Number: 314-515-2000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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