Robert Davison, financial advisor Monticello FL

Robert Davison

CRD Number: 1737446
Current Firm: Edward Jones

Robert Davison (CRD# 1737446) is an Investment Advisor Representative working at Edward Jones in Monticello, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Robert J. Davison
Phone Number: 314-515-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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