Robert Anthony North

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

• 03/1992 → Present
  Edward D. Jones & Co., L.P.
  Delphos, OH

Other Businesses

LincolnSpace LLC Type of business: Real Estate Paris, IL Start date: 12/29/2016 member Hours per week: 0 Hours during trading: 0 Member of an LLC that owns commercial real estate office space. * North Bros LLC Type of business: Farming Paris, IL Start date: 1/1/2009 Partner Hours per week: 0 Hours during trading: 0 North Bros owns farm ground in east central Illinois. I am a passive land owner. * DCC Development LLC Type of business: Semi-Private Golf Course Delphos, OH Start date: 1/15/2020 LPT Hours per week: 0 Hours during trading: 0 No responsibilities * North Bros II Type of business: Farm Paris, IL Start date: 1/1/2022 owner Hours per week: 0 Hours during trading: 0 Own a farm and am managing member of LLC that I own 100%. This is passive.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-30

Other Names

• Andy North