Robin Lee Vance

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Edward Jones
  South Bend, IN

Previous Registrations

• 2009-03-02 → 2009-06-08
  Invest Financial Corporation
  Elkhart, IN
• 2008-10-01 → 2009-02-04
  J.P. Morgan Securities Llc
  Elkhart, IN
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Elkhart, IN
• 2002-09-25 → 2006-09-27
  Banc One Securities Corporation
  Elkhart, IN
  Elkhart, IN
  Chicago, IL

Other Businesses

1. NOTARY PUBLIC AT BRANCH LOCTION, NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-18
• S63 Uniform Securities Agent State Law Examination
  2001-09-04

Other Names

• Robin Lee Bumpus