Robert Edmond Lundy

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

• 06/2003 → Present
  Edward Jones
  St Louis, MO

Other Businesses

I AM THE VICE PRESIDENT OF THE TURTLEBACK CORPORATION. I HAVE BEEN THE VP FOR APPROXIMATELY 4 YEARS. IT IS A SMALL FAMILY CONTROLLED (FATHER'S COMPANY) BUSINESS THAT IS INVOLVED WITH OIL AND NATURAL GAS PRODUCTION. I DEVOTE ZERO (0) HOURS TO THIS BUSINESS. * Hallettsville I.S.D. Board of Trustees Hallettsville, TX Start date: 5/31/2013 Vice President Hours per week: 0 Hours during trading: 0 * Lollipop & Sweet Tea, LLC Type of business: Real estate holdings Hallettsville, TX Start date: 4/1/2019 president/owner Hours per week: 0 Hours during trading: 0 Wife and I created the company to own an office building and an empty lot next to it. That is the only assets of the company and source of income.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-22
• S63 Uniform Securities Agent State Law Examination
  2003-08-28