EP Wealth Advisors
47yrs
Top advisor by experience in Palatine
8yrs
Robert Smith is a fiduciary financial advisor in Palatine, Illinois, with 8 years in the industry. Robert joined Edward Jones in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
One of 82 advisors with offices in Palatine, and one of 72 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office1256 W Northwest Highway, Palatine, IL 60067
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowEdward JonesCurrent firm
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 Edward Jones at 314-515-2000 and ask for Robert Smith. Robert works from the Palatine, IL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2019, about 8 years. 8 years in the industry.
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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