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About this Advisor
Scott Roberts is a financial advisor based in Tempe, Arizona. Currently an advisor at Edward Jones, they have gathered 17 years of experience in the financial advisory industry. Roberts holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Roberts is registered to operate based out of Missouri. Their career trajectory has included roles at Science Museum Of Minnesota, University Of St. Thomas, Rafferty'S Pizza and Edward Jones. Edward Jones is based out of Tempe, Arizona, and has 12,884 offices throughout the United States. In total, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Scott Roberts Work History
Scott has 17 years of experience.
Science Museum Of Minnesota
University Of St. Thomas
Scott Roberts has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO