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Advisors / Florida / Lighthouse Point
29yrs

Robert Friedman

Financial advisor at Edward Jones

Robert Friedman has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Lighthouse Point, Florida. Robert joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 16 advisors with offices in Lighthouse Point, and one of 14 fiduciaries.

Lighthouse Point, FL 33064Top 6% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 6% by experience at Edward Jones
Office1821 N E 24th Street, Lighthouse Point, FL 33064
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
    Edward JonesCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 (954) 783-6694 or the Edward Jones main office at (314) 515-2000, and ask for Robert Friedman.

How long has Robert been a financial advisor?

Robert has been in the industry since 1997, about 29 years. Top 6% by experience at Edward Jones.

What licenses does Robert hold?

Series 63, Series 65. 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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