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)
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