Joseph Robert Simkovic
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Joseph Robert Simkovic? Claim your profile
Contact this firm
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
12 years in the industry.
- Edward JonesSep 2024 to now
- Aetna, A Cvs Health CompanyNov 2022 to Sep 2024
- UnemployedOct 2021 to Oct 2022
- Aspirus Wausau HospitalJan 2021 to Aug 2021
- UnemployedOct 2020 to Dec 2020
- Crystal Finishing SystemsJun 2019 to Sep 2020
- WippsAug 2018 to Aug 2019
- UnemployedJan 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7978006
- Firm CRD
- 250