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Detailed Report
Robert E Phifer Jr
ROBERT EDWARD PHIFER Jr, ROBERT EDWARD PHIFER, ROBERT EDWARD PHIFER JR, ROBERT EDWARD PHIFER JR.
CRD#: 4217615
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 304 W GRAND RIVER AVE
SUITE 102
WILLIAMSTON, MI 48895-0000
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2024 - Present (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2023 - 2024 (1 year)BW&S BROKERAGE SERVICES, INC. (CRD# 8099)2016 - 2022 (6 years)BMUTUAL OF OMAHA INVESTOR SERVI... (CRD# 611)2014 - 2015 (1 year)BNEW ENGLAND SECURITIES (CRD# 615)2014 - 2014 (<1 year)BMETLIFE SECURITIES INC. (CRD# 14251)2011 - 2014 (2 years)BMETLIFE INVESTORS DISTRIBUTION... (CRD# 107622)2010 - 2012 (1 year)BMETLIFE SECURITIES INC. (CRD# 14251)2008 - 2010 (1 year)BSIGNATOR INVESTORS, INC. (CRD# 468)2007 - 2008 (1 year)BFB EQUITY SALES CORPORATION OF... (CRD# 39337)2000 - 2007 (6 years)
License(s)

State Registrations

B
California 12/11/2024
B
Minnesota 9/3/2024
B
Colorado 9/3/2024
B
North Carolina 9/3/2024
B
Florida 9/3/2024
B
Ohio 9/3/2024
B
Georgia 9/3/2024
B
Tennessee 11/19/2024
B
Indiana 9/3/2024
B
Texas 9/3/2024
B
Michigan 9/3/2024
IA
Texas 9/23/2024
IA
Michigan 9/23/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
304 W GRAND RIVER AVE SUITE 102, WILLIAMSTON, MI 48895-0000
Registered with this firm since 9/23/2024
B
EDWARD JONES (CRD#:250)
304 W GRAND RIVER AVE SUITE 102, WILLIAMSTON, MI 48895-0000
Registered with this firm since 8/30/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 02/17/2023 - 08/29/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FARMINGTON HILLS, MI
B
 02/23/2016 - 09/28/2022 W&S BROKERAGE SERVICES, INC. (CRD#:8099) Troy, MI
B
 06/17/2014 - 12/17/2015 MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CRD#:611) TROY, MI
B
 02/27/2014 - 06/06/2014 NEW ENGLAND SECURITIES (CRD#:615) GRAND RAPIDS, MI
B
 12/12/2011 - 06/06/2014 METLIFE SECURITIES INC. (CRD#:14251) GRAND RAPIDS, MI
B
 05/25/2010 - 01/17/2012 METLIFE INVESTORS DISTRIBUTION COMPANY (CRD#:107622) NEW YORK CITY, NY
B
 09/15/2008 - 05/26/2010 METLIFE SECURITIES INC. (CRD#:14251) SPRINGFIELD, MA
B
 05/16/2007 - 09/18/2008 SIGNATOR INVESTORS, INC. (CRD#:468) HOWELL, MI
B
 08/14/2000 - 05/08/2007 FB EQUITY SALES CORPORATION OF MICHIGAN (CRD#:39337) LANSING, MI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.