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Robert Dean Dozier

Advisor at Edward Jones — Jefferson, IA

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Jefferson, IA 50129

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Robert Dozier is a financial advisor with Edward Jones in Jefferson, IA, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in farming activities through ownership and joint ownership in several farm properties and farming LLCs in Redfield and Linden, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Jefferson, IA

115 E Lincoln Way, Suite 190

Jefferson IA 50129

Advisors at this office

2

Most active in

Iowa · Texas

Work history

31 years of industry experience

Edward D. Jones & CO., L.P.

1994 - Present • 32 years

Jefferson, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Aaron S

Series 66

Perry, IA

Kestra Advisory

Aaron Sturm is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined the firm in 2026 and previously worked at Casey's Corporation from 2022 to 2025, as well as serving in educational roles at the University of Iowa and Waukee High School. Sturm is based in Perry, Iowa. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and supports multiple management platforms with approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Jackson M

Series 66

Jefferson, IA

Edward Jones

Jackson Morton is a financial advisor at Edward Jones in Jefferson, IA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working in various roles including at Mumma and Pedersen Law Firm, Home State Bank, and Heartland Bank. Outside of his advisory role, he is involved with Paup Farms LLC and Paup Ag Services LLC in farming and agricultural services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory services supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Maxwell N

CFP®, Series 63, Series 66

Jefferson, IA

LPL Financial

Maxwell Neese is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Cambridge Investment Research Advisors, MWA Financial Services, and Modern Woodmen of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Andrew B

Series 66

Perry, IA

Edward Jones

Andrew Brommer is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Princor Financial Group and Principal Life Insurance Co. Brommer is also the owner of Brommer Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Timothy H

CFP®, Series 63, Series 65

Jefferson, IA

LPL Financial

Timothy Heisterkamp is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he worked at Cambridge Investment Research Advisors and Investment Centers of America, Inc. Heisterkamp is also a minister and has been involved in political organizing through the Thomas Laehn Exploratory Committee, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Juliana D

Series 65, Series 63

Jefferson, IA

LPL Financial

Juliana Dukes is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with FBL Marketing Services and Farm Bureau Financial Services. Outside of her advisory work, she is involved in chicken egg farming and jewelry sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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