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Advisors / Tennessee / Franklin
12yrs

Bret Robbe

Financial advisor at Edward Jones

Bret Robbe is a fiduciary financial advisor in Franklin, Tennessee, with 12 years in the industry. Bret joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Bret holds the CFP® designation.

One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.

Franklin, TN 37067CFP®Fiduciary advisor
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At a glance

Experience12 years (since 2014)
How that compares ?More experience than 56% of advisors at Edward Jones
Office6550 Carothers Parkway Suite 100, Franklin, TN 37067
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2015 – now
    Edward JonesCurrent firm

Questions to ask Bret

Tailored to Bret’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Bret

How do I contact Bret?

Call Edward Jones at (314) 515-2000 and ask for Bret Robbe. Bret works from the Franklin, TN office.

How long has Bret been a financial advisor?

Bret has been in the industry since 2014, about 12 years. More experience than 56% of advisors at Edward Jones.

What licenses does Bret hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Bret a fiduciary?

Bret is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bret paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bret 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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