Robert Joseph Morales

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Edward Jones
  St Louis, MO
• 08/2015 → 01/2018
  Goodwill Industries Of Sw Ok And North Texas Inc.
  Lawton, OK

Other Businesses

Oklahoma Secondary Sports Association Type of business: Football Officiating Lawton, OK Start date: 1/1/2012 Football Official Hours per week:10 Hours during trading: 0 Desc: I officiate High School Varsity Football at various locations in Oklahoma during the fall months on Friday evenings with my father.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-22

Other Names

• Joe Morales