Robert Charles Stern

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

11 years in the industry.

1. Jefferies Investment Advisers LLCJan 2026 to now
2. Jefferies Investment AdvisorsJan 2026 to now
3. Jefferies LLCJan 2026 to now
4. RBC Capital Markets, LLC.Feb 2018 to Dec 2025
5. J.P. Morgan Securities LLCFeb 2015 to Jan 2018
6. JPMorgan Chase Bank NAFeb 2015 to Jan 2018

Designations

• CFP® certification

Exams passed

• Series 63 · Uniform Securities Agent State Law1999
• Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 52 states (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, TX, UT, VA, VI, VT, WA, WI, WV, WY).

Jefferies Investment Advisers LLC

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

2226962

Firm CRD

325421