Robert William Looney

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

• 07/2012 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Chickamauga Public Library Chickamauga, GA Start date: 7/1/2017 Chairmen of the Board I will serve as a voting board member on any item around the library and programs it participates i Cherokee Regional Library Board Lafayette, GA Start date: 6/1/2024 Board Member Appointed by Chickamauga Library Board to serve as Board member on Regional Board. Board makes decision around library policy and budget. I have no more decision making power on financial matters than any other board member.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-04

Designations

• Certified Financial Planner