Albert B Collingbourne

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

• 02/2016 → 12/2016
  Arvest Bank
  Oklahoma City, OK
• 10/2016 → 05/2018
  Arvest Wealth Management
  Oklahoma City, OK
• 05/2018 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2016-12-13 → 2018-05-29
  Arvest Wealth Management
  Del City, OK
  Oklahoma City, OK
  Moore, OK
  Moore, OK
  Norman, OK
  Oklahoma City, OK

Exams

• S66 Uniform Combined State Law Examination
  2016-12-13
• S63 Uniform Securities Agent State Law Examination
  2004-01-02

Other Names

• Albert B Collingbourne
• Bert Byron Collingbourne
• Albert Byron Collingbourne