Adam RobertsonCRD Number: 4471457
Current Firm: Edward Jones
Adam Robertson (CRD# 4471457) is an Investment Advisor Representative working at Edward Jones in Schererville, IN and has over 3 years of experience in the finance industry.
Golden Trail Advisers
Adamec Financial Group, Inc.
|Edward Jones||St Louis, MO||Apr 2019 - Current||3|
|Imi Precision Engineering (bimba)||University Park, IL||Dec 2018 - Jan 2019||< 1|
|Panduit||Tinley Park, IL||Oct 2018 - Oct 2018||< 1|
|Robertson Food Group, LLC||Saint John, IN||Apr 2018 - Oct 2018||< 1|
|Lanco Group Of Companies||Homewood, IL||Jun 2016 - Jun 2018||2|
|Arcelormittal||Chicago, IL||Mar 2008 - May 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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, WY
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