Robert Sam Simis

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

• 12/1991 → Present
  Edward D. Jones & Co., L.P.
  Bristol, VA

Other Businesses

Paramount Center for the Arts Bristol, TN Start date: 6/1/2007 Board Member Hours per week: 0 Hours during trading: 0 Assist the board president in the execution of the strategic plans developed by the board. Work with Executive Director on implementation of goals. Paramount Center for the Arts Bristol, TN Start date: 5/16/2018 President of the Board Hours per week: 0 Hours during trading: 0 Preside over 15 person 501(c)3 center for performing arts board. Work with Executive director on implementation of goals and governance established by the board. Paramount Center for the Arts Bristol, TN Start date: 6/30/2021 Past President of the Board Hours per week: 0 Hours during trading: 0 Past president of 501(c)3 center for performing arts board. Advise current president and board on history of actions taken during previous position. No financial responsibilities. Overmountain District BSA Bristol, TN Start date: 3/1/2023 Overmountain District Chair Hours per week: 0 Hours during trading: 0 Oversee development and recruitment of district parents and scouts. Paramount Center for the Arts Bristol, TN Start date: 6/30/2024 Board Member Hours per week: 0 Hours during trading: 0 Voting member, non officer member of the board

Exams

• S66 Uniform Combined State Law Examination
  2007-01-22
• S63 Uniform Securities Agent State Law Examination
  1992-02-25

Other Names

• Rob Simis
• Robert Simis