Robert Scott
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bonham, TX 75418
Credentials
Series 66
Industry experience
4 years
About
Robert Scott is a financial advisor with Edward Jones in Bonham, TX, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for six years at Behr Paint Corporation. Outside of his advisory role, Scott and his wife own a family ranch where they operate a premium cow-calf business, and he serves as sale manager for an auction group specializing in livestock. He is also a board member of Farm Bureau Insurance in Bonham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and 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
Fee options
$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)
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
2005 N State Highway 121
Bonham, TX 75418
Most active in
Robert S has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2021 - Present (5 years)
Behr Paint Corporation
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Randy B
CFP®, Series 63, Series 66
Bonham, TX
Edward Jones
Randy Bowen is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones in Bonham, TX since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including managed solutions and separately managed accounts, operating under a fiduciary standard.
Brent S
Series 63, Series 66
Bonham, TX
Edward Jones
Brent Speck is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1992. His outside business activities include managing a monthly income venture in Bonham, Texas. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.
Justin W
Series 66
Bonham, TX
Edward Jones
Justin Wright is a Series 66-credentialed financial advisor with four years of industry experience, currently serving clients at Edward Jones in Bonham, TX. His prior work includes roles at Thrivent Financial and Xeritech, as well as experience in nutrition coaching through independent consulting engagements. Outside of advising, he provides nutrition consulting services focused on client biofeedback and goal adjustment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.
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