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Robert E Phifer

Edward Jones

Williamston, MI

CRD 4217615

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-23
TX RA APPROVED 2024-09-23
  • MI RA
    APPROVED
    Since 2024-09-23
  • TX RA
    APPROVED
    Since 2024-09-23

Branch Locations

304 W Grand River Ave Suite 102, Williamston, MI 48895-0000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western And Southern Troy MI 12/2015 09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills MI 09/2022 08/2024
Edward Jones St. Louis MO 08/2024 Present
  • 12/2015 → 09/2022
    Western And Southern
    Troy, MI
  • 09/2022 → 08/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Farmington Hills, MI
  • 08/2024 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-21
S63 Uniform Securities Agent State Law Examination 2000-08-18
  • S66 Uniform Combined State Law Examination
    2024-09-21
  • S63 Uniform Securities Agent State Law Examination
    2000-08-18
Other Names
  • Robert Edward Phifer
  • Robert Edward Phifer Jr.
  • Robert Edward Phifer Jr
  • Robert Edward Phifer

View on SEC IAPD

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Nearby Investors

JEFFREY DALE GORSLINE
ANDREW JONATHAN NUTTER
MICHAEL DUANE GORSLINE

Nearby Offices

EVERGREEN WEALTH MANAGEMENT, LLC · WILLIAMSTON, MI
CG ADVISORY SERVICES · WILLIAMSTON, MI
CG ADVISORY SERVICES · WILLIAMSTON, MI

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