Robert Sorensen

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

• 08/2001 → 04/2022
  Primerica Financial Services
  Bountiful, UT
• 10/2001 → 04/2022
  Pfs Investments Inc.
  Bountiful, UT
• 05/2023 → Present
  Edward Jones
  St. Louis, MO
• 05/2022 → 02/2023
  Tage Wright State Farm
  Deep River, CT
• 05/2018 → 07/2020
  Transform /Sears
  Salt Lake City, UT
• 08/2020 → 04/2022
  Transform / Sears
  Rocky Hill, CT
• 06/2016 → 05/2018
  Alpine School District
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-07-12
• S63 Uniform Securities Agent State Law Examination
  2001-11-01

Other Names

• Robert Steven Sorensen