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Rob Palmer

Edward Jones

Portland, OR

Portland, OR

CRD 6295659

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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 2026-02-04
OR RA APPROVED 2023-07-11
  • TX RA
    APPROVED_RES
    Since 2026-02-04
  • OR RA
    APPROVED
    Since 2023-07-11

Branch Locations

Portland, OR • United States

825 Ne Multnomah St Ste 950, Portland, OR 97232 • 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
Fisher Investments Camas WA 01/2014 09/2018
N/A Brush Prarie WA 10/2018 09/2019
Empire Sro Prague 10/2019 09/2020
N/A Brush Prarie WA 10/2020 03/2021
Personal Capital Advisors Corporation Vancouver WA 04/2021 08/2021
Edward Jones St Louis MO 05/2023 Present
N/A Brush Prairie WA 09/2021 04/2023
  • 01/2014 → 09/2018
    Camas, WA
  • 10/2018 → 09/2019
    N/A
    Brush Prarie, WA
  • 10/2019 → 09/2020
    Empire Sro
    Prague
  • 10/2020 → 03/2021
    N/A
    Brush Prarie, WA
  • 04/2021 → 08/2021
    Personal Capital Advisors Corporation
    Vancouver, WA
  • 05/2023 → Present
    St Louis, MO
  • 09/2021 → 04/2023
    N/A
    Brush Prairie, WA
Previous Registrations
  • 2021-04-19 → 2021-08-31
    Personal Capital Advisors Corporation
    Greenwood Village, CO
    Brush Prairie, WA
  • 2014-05-14 → 2018-09-27
    Plano, TX
Other Businesses

Self Type of business: Rental Property Vancouver, WA Start date: 10/1/2017 Property Owner Hours per week: 1 Hours during trading: 0 Review and approve property management suggestions *** Mannahouse Records c/o Music Services, Inc. Type: Date: 01/01/11 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Brentwood TN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-07
S65 Uniform Investment Adviser Law Examination 2021-03-23
  • S66 Uniform Combined State Law Examination
    2023-07-07
  • S65 Uniform Investment Adviser Law Examination
    2021-03-23
Other Names
  • Robby T Palmer
  • Robert T Palmer
  • Robert Timothy Giles Palmer

View on SEC IAPD

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