Robert Willis

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

• 09/2019 → Present
  Edward Jones
  St Louis, MO
• 03/2009 → 05/2019
  Morrell Masonry Supply
  San Antonio, TX
• 09/2016 → Present
  Oak Hills Church
  San Antonio, TX

Other Businesses

"Oak Hills Church Type of business: Church San Antonio, TX Start date: 9/28/2016 Community Minister - Part Time Hours per week: 2 Hours during trading: 0 Help with community group activities. Helping on campus with classes and information sharing. Work with group leaders and coaches as a support contact."

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08

Other Names

• Robert Edwin Willis
• Robert Edwin Willis