LPL Financial
42yrs
Top advisor by experience in La Mesa
18yrs
Robert Shultz is a fiduciary financial advisor in La Mesa, California, with 18 years in the industry. Robert joined Edward Jones in 2008, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 70 advisors with offices in La Mesa, and one of 62 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 74% of advisors at Edward Jones
Office7877 Parkway Drive Suite 2a, La Mesa, CA 91942
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 ?2 states
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 66Uniform Combined State Law Examination
Career
- 2008 – nowEdward JonesCurrent firm
Contact Robert
Local office(619) 698-6688Ask for Robert. (314) 515-2000Main office · St. Louis, MO 7877 Parkway Drive Suite 2aLa Mesa, CA 91942Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 (619) 698-6688 or the Edward Jones main office at (314) 515-2000, and ask for Robert Shultz.
How long has Robert been a financial advisor?
Robert has been in the industry since 2008, about 18 years. More experience than 74% of advisors at Edward Jones.
What licenses does Robert hold?
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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