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Robert Hallback

Edward Jones
8 Years of Experience
Atlanta, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Hallback is a registered investment advisor at Edward Jones, based in Atlanta, GA, with 8 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3353 Peachtree Rd NE Suite 140, Atlanta, GA, 30326

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an owner and consultant business developer for Hallback's Special Services & Catering, a restaurant and food service business, though the restaurant is not currently active. He also holds an Adjusters Licensing for flood adjusting insurance, but currently has no responsibilities related to it.

Employment History
Current Registrations
Edward Jones
January 2018 - Present · 8 yrs 9 mos
Edward JonesBroker
October 2017 - Present · 9 yrs
State Registrations28 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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