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Robert Lee Allbright

Edward Jones

Dodgeville, WI

CRD 4838875

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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
WI RA APPROVED 2004-10-18
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • WI RA
    APPROVED
    Since 2004-10-18

Branch Locations

111 County Road Yz, Dodgeville, WI 53533 • 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 08/2004 Present
Other Businesses

Allbright Enterprises, LLC Type of business: Real estate Mineral Point, WI Start date: 11/2/2015 Owner Hours per week: 1 Hours during trading: 0 Desc: Maintain property

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-10-07
  • S63 Uniform Securities Agent State Law Examination
    2004-10-07
Designations
  • Certified Financial Planner
Other Names
  • Robert Allbright

View on SEC IAPD

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