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Robert M Franze

Edward Jones

Anna, TX

CRD 6989588

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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 2018-10-05
  • TX RA
    APPROVED
    Since 2018-10-05

Branch Locations

2100 W White Street Suite 160, Anna, TX 75409-5157 • 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 08/2018 Present
Unemployed Gunter TX 11/2017 08/2018
Clipper Magazine Mountville PA 09/2016 11/2017
Unemployed Gunter TX 06/2016 09/2016
  • 08/2018 → Present
    Edward Jones
    St Louis, MO
  • 11/2017 → 08/2018
    Unemployed
    Gunter, TX
  • 09/2016 → 11/2017
    Clipper Magazine
    Mountville, PA
  • 06/2016 → 09/2016
    Unemployed
    Gunter, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-04
  • S66 Uniform Combined State Law Examination
    2018-10-04
Designations
  • Chartered Financial Consultant
Other Names
  • Robert Michael Franze

View on SEC IAPD

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