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Robert Brotemarkle

Edward Jones

Houston, TX

CRD 6816117

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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 2017-10-05
  • TX RA
    APPROVED
    Since 2017-10-05

Branch Locations

12238 Queenston Blvd Suite H, Houston, TX 77095 • 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
Edward Jones St Louis MO 07/2017 Present
Cypress Fairbanks Independant School District Houston TX 07/2007 06/2017
  • 07/2017 → Present
    St Louis, MO
  • 07/2007 → 06/2017
    Cypress Fairbanks Independant School District
    Houston, TX
Other Businesses

Soccer Referee-STYSA Type of business: Soccer Referee TX 77375, Tomball, TX Start date: 9/2/2017 Soccer Referee Hours per week: 2 Hours during trading: 0 Referee soccer games on select weekends Cy Fair Educational Foundation Cypress, TX Start date: 5/19/2022 Finance Committee Hours per week: 0 Hours during trading: 0 I have been asked to be on the finance committee which helps oversee foundation finances. i am not the advisor nor do I have any check writing responsibilities. Committee has approx 5 other members who make decisions. There is an outside firm that handles the Foundation investments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-04
  • S66 Uniform Combined State Law Examination
    2017-10-04
Other Names
  • Robert Lyle Brotemarkle

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