Robert Thomas Halterman
Also appears in the source record as: Robert Thomas Halteman; Rob Halterman
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 6Series 63
- Registered states (24)
- Arizona · Arkansas · California · Colorado · Florida · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Missouri · New York · North Carolina · Oklahoma · South Carolina · Tennessee · Texas · Utah · Washington · Wisconsin
- Years in the industry (source record)
- 22
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (9)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Metlife Securities Inc.Chesterfield, MO · IA capacityMay 22, 2009 → Jul 16, 2012
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Metlife Securities Inc.Chesterfield, MO · BC capacityNov 9, 2005 → Jul 16, 2012
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Metropolitan Life Insurance CompanyChesterfield, MO · BC capacityNov 9, 2005 → Jul 9, 2007
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Metlife Investors Distribution CompanyNew York City, NY · BC capacityDec 11, 2004 → Nov 29, 2005
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Metlife Investors Distribution CompanyNewport Beach, CA · BC capacityApr 5, 2004 → Dec 11, 2004
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Woodbury Financial Services, Inc.Oakdale, MN · BC capacityJul 16, 2001 → Apr 22, 2002
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.