Robert McConnell, financial advisor Monte Vista CO
88 score

Robert McConnell

CRD Number: 6388739
Current Firm: Edward Jones

Robert McConnell (CRD# 6388739) is an Investment Advisor Representative working at Edward Jones in Monte Vista, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2014 - Current 2
Unemployed Colorado Springs, CO Aug 2014 - Sep 2014 < 1
Big River Construction Company, LLC Del Norte, CO Jan 1997 - Jul 2014 17
Wolf Creek Ski Area Pagosa Springs, CO Mar 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Robert McConnell
Phone Number: 314-515-2000
Registered State(s):
  • CO
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
88
Clean Record
This advisor has a clean track record with regulators.

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