Robert ZitoCRD Number: 4863307
Current Firm: Edward Jones
Robert Zito (CRD# 4863307) is an Investment Advisor Representative working at Edward Jones in Spring Branch, TX and has over 18 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Edward Jones||St. Louis, MO||Sep 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2004|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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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