Robert Edwin Jones

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → Present
  Edwin Yeates Inc
  Skyland, NC
• 09/2015 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2009-02-17 → 2015-10-01
  Pruco Securities, Llc.
  Asheville, NC
  Asheville, NC

Other Businesses

1. President and Co-Owner, Edwin Yeates Financial, Inc., a private entity est. to facilitate securities business; As of 09/02/15; 70% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Edwin Yeates Financial, Inc.'; As of 07/21/15; 5% time spent during regular business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-03
• S63 Uniform Securities Agent State Law Examination
  2008-09-19

Other Names

• Bobby E Jones
• Robert Edwin Jones Jr