Robert Adam Young

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

• 07/2016 → 11/2019
  Mmwkm Advisors, Llc
  The Woodlands, TX
• 12/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2016-07-15 → 2019-11-20
  Retirement Planners Of America
  The Woodlands, TX
  Plano, TX
  The Woodlands, TX
• 2016-04-06 → 2016-06-16
  Raymond James Financial Services Advisors, Inc
  Sugar Land, TX
• 2013-04-17 → 2015-07-06
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX
• 2009-05-04 → 2012-11-21
  Lpl Financial Llc
  Stephenville, TX
  Brock, TX
  Stephenville, TX
  Crowley, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-01-27
• S66 Uniform Combined State Law Examination
  2009-05-01

Designations

• Certified Financial Planner

Other Names

• Adam Young