John William Robertson

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

• 10/2009 → Present
  Edward Jones
  St Louis, MO

Other Businesses

"Diamond Resorts Type of business: Vacation club/Time Share Las Vegas, NV Start date: 11/3/2017 LPT Hours per week: 0 Hours during trading: 0 LPT * Hilton Grand Vacations Type of business: Vacation Club - Time Share Las Vegas, NV Start date: 2/17/2024 LPT Hours per week: 0 Hours during trading: 0 0 * Short term rental Type of business: Rental Property Hayden, ID Start date: 7/1/2025 Owner Hours per week: 0 Hours during trading: 0 Use a property management company.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-25

Designations

• Certified Financial Planner

Other Names

• John Robertson
• John Jr. William Robertson