Robert A Kozul

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-01-04
WV	RA	APPROVED	2017-03-06

TX RA
APPROVED_RES

Since 2019-01-04
WV RA
APPROVED

Since 2017-03-06

Branch Locations

1000 Green River Drive Suite 116, Fairmont, WV 26554 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2016	Present
Stantec Consulting Inc	Fairmont	WV	05/2013	10/2016

10/2016 → Present

Edward Jones

St Louis, MO
05/2013 → 10/2016

Stantec Consulting Inc

Fairmont, WV

Other Businesses

Abercrombie Properties Type of business: own the office Danville, VA Start date: 2/1/1997 Owner Hours per week: 1 Hours during trading: 0 Collect rent & pays bills for the office.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-17

S66 Uniform Combined State Law Examination

2016-12-17

Designations

Certified Financial Planner

Other Names

Robert Adam Kozul

View on SEC IAPD