Donald Robertson (CRD# 7794131) is an Investment Advisor Representative working at Edward Jones in Fulshear, TX and has 1 year of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5619901
J.p. Morgan Securities LLC
CRD# 1941926
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2023 - Current | < 1 |
| Southern Glazer's Wine And Spirits LLC | Houston, TX | Feb 2020 - Aug 2023 | 3 |
| Uber | Springfield, MO | Aug 2019 - Dec 2022 | 3 |
| Southern Glazer's Wine And Spirits LLC | Springfield, MO | Jun 2017 - Jul 2019 | 2 |
| Southern Glazer's Wine And Spirits LLC | Columbia, MO | Oct 2016 - May 2017 | < 1 |
| D. Rowe's Restaurant Bar And Grill | Columbia, MO | May 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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