Andrew Roberts, financial advisor Rochester MN
90 score

Andrew Roberts

CRD Number: 6074317
Current Firm: Edward Jones

Andrew Roberts (CRD# 6074317) is an Investment Advisor Representative working at Edward Jones in Rochester, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Tempe, AZ Jun 2012 - Current 4
Unemployed Rochester, MN Feb 2012 - Jun 2012 < 1
Ibm, Inc. Rochester, MN Jul 2011 - Feb 2012 < 1
Smith Schafer And Associates, Ltd. Rochester, MN Nov 2009 - Jul 2011 1
North Star Resource Group Minneapolis, MN Sep 2009 - Nov 2009 < 1
Unemployed Rochester, MN May 2009 - Sep 2009 < 1
Saint Mary's University Winona, MN Aug 2005 - May 2009 3
Smith Schafer And Associates, Ltd. Rochester, MN May 2008 - Aug 2008 < 1
Whitetail Country Meats Hayward, WI May 2007 - Aug 2007 < 1
Mayflower Moving Company Rochester, MN May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Andrew J. Roberts
Phone Number: 314-515-2000
Registered State(s):
  • MN
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
90
Clean Record
This advisor has a clean track record with regulators.

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