Robert Brian Kerekes

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
NC	RA	APPROVED	2024-06-14
TX	RA	APPROVED_RES	2019-01-04
WV	RA	APPROVED	2007-01-24

NC RA
APPROVED

Since 2024-06-14
TX RA
APPROVED_RES

Since 2019-01-04
WV RA
APPROVED

Since 2007-01-24

Branch Locations

1000 Technology Dr Suite 1340, Fairmont, WV 26554 • United States

Southport, NC • 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 D. Jones & Co., L.P.	Fairmont	WV	03/1999	Present

03/1999 → Present

Edward D. Jones & Co., L.P.

Fairmont, WV

Other Businesses

Southerly Following Seas LLC Type of business: Owns a boat slip for lease Southport, NC Start date: 8/12/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: My wife and I formed and own this LLC which in turn owns a boat slip in the marina where are vacation home is located. Next year we hope to lease it out until we use the slip ourselves later on in retirement.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-12-21
S63	Uniform Securities Agent State Law Examination	1999-05-05

S66 Uniform Combined State Law Examination

2006-12-21
S63 Uniform Securities Agent State Law Examination

1999-05-05

Designations

Certified Financial Planner

View on SEC IAPD