Robert Brett Liverman

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

• 02/2019 → Present
  Edward Jones
  St Louis, MO
• 07/2015 → 10/2018
  Alleghany Memorial Hospital
  Sparta, NC
• 10/2018 → 02/2019
  Unemployed
  Sparta, NC

Other Businesses

Locust Post Farm LLC Type of business: Farm Sparta, NC Start date: 5/20/2014 Member/Owner Hours per week: 8 Hours during trading: 0 Responsibilities include routine bookkeeping, labor associated with care and management of beef cattle and honeybees, mowing, repair and maintenance of fencing and structures, labor to harvest and process honey for sale and distribution. * Transamerica Retirement Solutions Cedar Rapids, IA Start date: 11/1/2022 Hours per week: 0 Hours during trading: 0 No responsibilities * Transamerica Retirement Solutions Cedar Rapids, IA Start date: 3/1/2023 Hours per week: 0 Hours during trading: 0 0

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Other Names

• Robert Brett Liverman