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Douglas Bunn Roberts

Edward Jones

Basking Ridge, NJ

CRD 2414264

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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 2019-01-09
NJ RA APPROVED 2006-10-03
  • TX RA
    APPROVED
    Since 2019-01-09
  • NJ RA
    APPROVED
    Since 2006-10-03

Branch Locations

66 South Finley Avenue, Basking Ridge, NJ 07920 • 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 11/2003 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-05
S63 Uniform Securities Agent State Law Examination 1993-12-18
  • S65 Uniform Investment Adviser Law Examination
    1997-03-05
  • S63 Uniform Securities Agent State Law Examination
    1993-12-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CW ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TORI LIND BENJAMIN
DIANA ROSALIE IANNI
JOSEPH DENNIS MARROCCO

Nearby Offices

CW ADVISORS, LLC · BASKING RIDGE, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BASKING RIDGE, NJ
CETERA INVESTMENT ADVISERS LLC · MILLINGTON, NJ

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