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Robert K Fleck

Edward Jones

Twentynine Palms, CA

CRD 7119859

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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 2020-02-27
CA RA APPROVED 2019-10-18
  • TX RA
    APPROVED_RES
    Since 2020-02-27
  • CA RA
    APPROVED
    Since 2019-10-18

Branch Locations

72252 Twentynine Palms Hwy Suite 2, Twentynine Palms, CA 92277 • 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 06/2019 Present
Provider Management Yucca Valley CA 09/2013 05/2019
  • 06/2019 → Present
    St Louis, MO
  • 09/2013 → 05/2019
    Provider Management
    Yucca Valley, CA
Other Businesses

US Government Twentynine Plams, CA Start date: 1/1/2010 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities US Government Twentynine Palms, CA Start date: 10/1/2006 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-17
  • S66 Uniform Combined State Law Examination
    2019-10-17
Other Names
  • Robert Kenneth Fleck

View on SEC IAPD

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