Best Investors Account Sign in

Casandra Bee Roberts

Edward Jones

Sedro Woolley, WA

CRD 6868195

Claim This Profile
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 2024-02-14
WA RA APPROVED 2018-01-05
  • TX RA
    APPROVED_RES
    Since 2024-02-14
  • WA RA
    APPROVED
    Since 2018-01-05

Branch Locations

913 Metcalf Street, Sedro Woolley, WA 98284 • 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 10/2017 Present
Skagit Powersports Burlington WA 02/2001 10/2017
  • 10/2017 → Present
    St Louis, MO
  • 02/2001 → 10/2017
    Skagit Powersports
    Burlington, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-04
  • S66 Uniform Combined State Law Examination
    2018-01-04
Other Names
  • Casandra Bee Lee
  • Casandra Bee Jackson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sedro Woolley, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor