Karen RobertsCRD Number: 4623549
Current Firm: Edward Jones
Karen Roberts (CRD# 4623549) is an Investment Advisor Representative working at Edward Jones in Santa Clarita, CA and has over 14 years of experience in the finance industry.
Fried Asset Management, Inc.
|Edward Jones||St Louis, MO||Jan 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)