J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
34yrs
Based in San Francisco, California, Robert Cooper is a fiduciary financial advisor with 34 years of industry experience. Robert joined Edward Jones in 2023, after three years at Merrill and two years at Morgan Stanley. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 2% by experience at Edward Jones
Office1569 Sloat Boulevard Suite 312, San Francisco, CA 94132
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowEdward JonesCurrent firm
- 2020 – 2023MerrillPreviously
- May 2018 – Mar 2020Morgan StanleyPreviously
Contact Robert
Local office(628) 227-1622Ask for Robert. (314) 515-2000Main office · St. Louis, MO 1569 Sloat Boulevard Suite 312San Francisco, CA 94132Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (628) 227-1622 or the Edward Jones main office at (314) 515-2000, and ask for Robert Cooper.
How long has Robert been a financial advisor?
Robert has been in the industry since 1992, about 34 years. Top 2% by experience at Edward Jones.
What licenses does Robert hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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