Robert Richard Westerhoff
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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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
11 years in the industry.
- Edward JonesSep 2026 to now
- J.P. Morgan Securities LLCSep 2021 to Aug 2026
- UnemployedJul 2021 to Aug 2021
- Club WyndhamApr 2021 to Jun 2021
- UnemployedDec 2020 to Mar 2021
- Amerisave Mortgage CorporationOct 2020 to Nov 2020
- UnemployedJul 2020 to Sep 2020
- Diamond ResortsFeb 2020 to Jun 2020
- UnemployedMay 2019 to Jan 2020
- Paso County SchoolsMar 2018 to Jan 2019
- Prayerful ArtSep 2017 to Apr 2019
- Xcel HrJul 2017 to Aug 2017
- Anything ComputersJan 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7457339
- Firm CRD
- 250