Bobby Allen

Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | Certified Private Wealth Advisor® | Helping Families Organize, Build, Protect, and Transfer Wealth

Role: Financial Advisor at Edward Jones
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Edward Jones
Apr 2013 — Present

Skills

Series 66
Finance
Time Management
Leadership
Team Building
Marketing
Teamwork
Customer Service
Management
Cold Calling
Government
Personnel Management
Strategic Planning
Uniform Combined State Law
Sales
Series 7

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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