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William Archibald Robertson

Edward Jones

Portland, TN

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2007-01-22
  • TN RA
    APPROVED
    Since 2007-01-22

Branch Locations

112 Main Street, Portland, TN 37148 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 08/2000 Present
Other Businesses

Edward Jones Investments Type of business: Financial Services Portland, TN Start date: 3/11/2026 Financial Advisor Hours per week: 40 Hours during trading: 40 Desc: Financial/Investment Advice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-08
S63 Uniform Securities Agent State Law Examination 2000-11-02
  • S66 Uniform Combined State Law Examination
    2007-01-08
  • S63 Uniform Securities Agent State Law Examination
    2000-11-02
Other Names
  • William A. Robertson

View on SEC IAPD

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