Scott
Roberts

Edward Jones

CRD#5722013
Investment Advisor
in Tempe, AZ

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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

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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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.

2009 - Present (11 years)

Edward Jones

Disclosures

Scott Roberts has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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