Robert Adam Young
Also appears in the source record as: Adam Young
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 7TOSIESeries 7Series 63Series 66
- Registered states (8)
- California · Florida · Kansas · New Jersey · Oklahoma · Tennessee · Texas · Utah
- Years in the industry (source record)
- 16
- 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 (11)
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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Retirement Planners Of AmericaThe Woodlands, TX · IA capacityJul 15, 2016 → Nov 20, 2019
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Raymond James Financial Services Advisors, IncSugar Land, TX · IA capacityApr 6, 2016 → Jun 16, 2016
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Raymond James Financial Services, Inc.Sugar Land, TX · BC capacityMar 29, 2016 → Jun 16, 2016
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Funds Distributor, LLCPortland, ME · BC capacityJul 21, 2015 → Mar 30, 2016
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Invesco Advisers, Inc.Houston, TX · IA capacityApr 17, 2013 → Jul 6, 2015
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Invesco Distributors, Inc.Houston, TX · BC capacityApr 17, 2013 → Jul 6, 2015
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Lpl Financial LLCGranbury, TX · IA capacityMay 4, 2009 → Nov 21, 2012
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Lpl Financial LLCGranbury, TX · BC capacityMar 3, 2009 → Nov 21, 2012
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.