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About this Advisor
Scott Roberts is a financial advisor who works in Tempe, Arizona, who has been in the industry for 10 years. Roberts is an employee of Edward Jones. They have spent all of their time as a financial advisor at Edward Jones. Roberts maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Edward Jones is an advisory firm operating out of Tempe, Arizona. The company has offices in 13,586 locations and a total of 23,408 people on staff. It handles $329 billion in total assets between its 3,047,151 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 958 charitable organizations. Of its 3,047,151 customer accounts, just 9% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fees charged by Edward Jones most likely include any combination of 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 11 years of experience.
Scott Roberts has no disclosures.
Please visit their SEC profile for more details.
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