Unclaimed Profile

Wayne A. Roberts

EDWARD D. JONES & CO., L.P.·ST. LOUIS, Missouri

SIE, Series 7, Series 24, Series 63, Series 6619 years registeredEDWARD D. JONES & CO., L.P.

12555 MANCHESTER RD, ST. LOUIS, MO 63131CRD# 2516513Firm CRD# 250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wayne A. Roberts · ST. LOUIS, MO

Registration

CRD #2516513 · EDWARD D. JONES & CO., L.P. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EDWARD D. JONES & CO., L.P.

EDWARD JONES

Jan 2007 – Jan 2026

Scottsdale, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 18, 2007

Years registered · 19

Disclosure History

2009Customer Dispute·Denied

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EDWARD D. JONES & CO., L.P.

CRD 250 · SEC 801-3297

AUM

$692.2B

Regulatory assets under management

Employees

29,309

4,749,388 client accounts

Services offered by EDWARD D. JONES & CO., L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDWARD D. JONES & CO., L.P. →

Introduction

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Frequently Asked Questions

What services does Wayne A. Roberts offer?

Wayne A. Roberts specializes in Financial Planning, Investment Management, Wealth Management.

What are Wayne A. Roberts's credentials?

Wayne A. Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wayne A. Roberts located?

Wayne A. Roberts is based in ST. LOUIS, Missouri, last registered with EDWARD D. JONES & CO., L.P..

How does Wayne A. Roberts charge for services?

Wayne A. Roberts's firm is compensated through percentage of aum, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDWARD D. JONES & CO., L.P.?

EDWARD D. JONES & CO., L.P. has approximately 29309 employees and manages $692.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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