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Robert Michael Phebus

Edward Jones

Lebanon, OH

CRD 6274037

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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_RES 2023-05-11
OH RA APPROVED 2019-06-06
  • TX RA
    APPROVED_RES
    Since 2023-05-11
  • OH RA
    APPROVED
    Since 2019-06-06

Branch Locations

46 N Broadway St, Lebanon, OH 45036 • 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
The Prudential Insurance Company Of America Cincinnatti OH 11/2013 06/2019
Pruco Securities Llc Cincinnatti OH 11/2013 06/2019
Edward Jones Cincinnati OH 06/2019 Present
  • 11/2013 → 06/2019
    The Prudential Insurance Company Of America
    Cincinnatti, OH
  • 11/2013 → 06/2019
    Cincinnatti, OH
  • 06/2019 → Present
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-07-02
S65 Uniform Investment Adviser Law Examination 2016-06-24
  • S63 Uniform Securities Agent State Law Examination
    2016-07-02
  • S65 Uniform Investment Adviser Law Examination
    2016-06-24
Other Names
  • R. Michael Phebus
  • Michael Phebus

View on SEC IAPD

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