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Robert Doane Thomas

Edward Jones

Seneca, SC

CRD 4586152

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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
TX RA APPROVED_RES 2014-08-21
SC RA APPROVED 2007-01-23
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • SC RA
    APPROVED
    Since 2007-01-23

Branch Locations

111 Carpenter Drive, Seneca, SC 29672 • 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
Edward Jones St Louis MO 09/2002 Present
Other Businesses

Bountyland Holdings Type of business: Real Estate Holding Company Seneca, SC Start date: 10/15/2010 Married to Single Member LLC Hours per week: 0 Hours during trading: 0 No responsibilities. Type of business: Wrote Non-Industry Book Seneca, SC Start date: 10/13/2023 No Title / Author Hours per week: 2 Hours during trading: 0 Wrote a Non-Industry Related Book Series and Self-Published on Amazon. EJADVISORS LLC Type of business: Real Estate LLC Seneca, SC Start date: 8/1/2024 Co-Owner Hours per week: 0 Hours during trading: 0 Formed LLC with fellow EJ Advisor from which we plan to build a jointly own Edward Jones Office.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-23
S63 Uniform Securities Agent State Law Examination 2002-11-14
  • S66 Uniform Combined State Law Examination
    2006-12-23
  • S63 Uniform Securities Agent State Law Examination
    2002-11-14
Other Names
  • Bob Doane Thomas
  • Robert Doane Thomas

View on SEC IAPD

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