Robyn Renza Lazaro
Investment adviser representative at Edward Jones
8 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Edward JonesAug 2024 to now
- Lazaro Jewelry ConsultantsAug 2019 to now
- Cetera Investment Advisers LLCMar 2024 to Jun 2024
- Cetera Advisers LLCApr 2023 to Jun 2024
- Pruco Securities LLCOct 2018 to Apr 2023
- Prudential Insurance Company of AmericaOct 2018 to Apr 2023
- Robyn Lazaro Independent BrokerMay 2018 to Oct 2018
- Bank of America NAMay 2016 to Apr 2018
- Merrill Lynch IncMay 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (MD).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2151212
- Firm CRD
- 250