Robert Morgan

Role: Edward Jones
Location: Seattle, WA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Robert Morgan

How We Work Together I am an Edward Jones financial advisor, I believe it’s important…

Experience

Edward Jones
Present

Skills

Debt Management
Financial Assessment
Edward Jones Managed Account Program
Traditional Iras
Portfolio Strategies
Exchange-Traded Funds
Long-Term Care
Monthly Investing Program
Mutual Funds
Stock Unit Investment Trusts
Defined Benefit
Asset Protection Strategies
Annuities
Research
403(B)S
Profit-Sharing
Dividend and Income
Long-Term Disability
Custodial Accounts
Portfolio Review
Business Retirement Plans
Estate and Trust Services
Risk Assessment
Asset Allocation Strategies
Common Stocks
Bonds
Roth Iras
401(K)S
Estate Considerations
Wealth Preservation Strategies
Bond Unit Investment Trusts
Edward Jones Advisory Solutions
Simple Iras
Sep Iras
Fixed-Income Investments
457(B)S
Edward Jones Income Manager
Investor Education Programs
Insurance Needs
Systematic Investing

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
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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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