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RJ

Robert Andrew Jetmundsen

WORTHSCAPE
ATLANTA, GA
·CRD# 730557·45 years experience

Professional Summary

Robert Andrew Jetmundsen is a registered financial advisor currently at WORTHSCAPE, LLC located in Atlanta, Georgia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 3 firms and has passed the Series 66, Series 63, Series 5, Series 7 and Series 8 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

45 years in the financial services industry

Current & Past Employments

WORTHSCAPE, LLC·CRD# 139220
RIA
1184 14th Place Ne, Atlanta, GA 30309
May 10, 2010 - Present
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Atlanta, GA
January 25, 2006 - April 11, 2006
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Atlanta, GA
June 27, 1985 - April 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
May 18, 1981 - July 17, 1985

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Current Firm

WL
WORTHSCAPE, LLC

WORTHSCAPE, LLC

CRD#: 139220 / SEC#: 801-66338
RIA
Registered Investment Advisory firm - SEC (9/28/2012 Terminated)
Alabama
Registered Investment Advisory firm - Alabama (6/28/2012 Approved)
Florida
Registered Investment Advisory firm - Florida (6/21/2012 Approved)
Georgia
Registered Investment Advisory firm - Georgia (3/30/2012 Approved)
Texas
Registered Investment Advisory firm - Texas (4/14/2012 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1184 14th Place Ne, Atlanta, GA 30309

Mailing Address

Po Box 570775, Atlanta, GA 30357

Phone Number

(404) 419-7111

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

28

AUM (Assets Under Management)

$88,352,541

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MISCELLANEOUS OTHER ACTIVITIES OF OWNER OF RIA: ROBERT JETMUNDSEN IS THE PRESIDENT OF RAJ HOLDINGS WHICH IS A HOLDING COMPANY FOR REAL ESTATE INVESTMENTS THAT WAS STARTED IN 2003. HE DEVOTES APPROXIMATELY 2 HOURS PER MONTH TO THIS BUSINESS. HE IS THE PRESIDENT OF BOBBO AVIATION WHICH WAS STARTED IN 1992. HE DEVOTES APPROXIMATELY 1 HOUR PER MONTH TO THIS BUSINESS. HE OWNS A PUBLISHING COMPANY CALLED BOBBO PUBLISHING WHICH WAS STARTED IN 1998. HE DEVOTES APPROXIMATELY 1 HOUR PER MONTH TO THIS BUSINESS. HE IS ALSO THE SOLE PARTNER OF WORTHSCAPE VENTURES, WHICH IS A CONDUIT FOR HIS PERSONAL INVESTMENTS IN PRIVATE EQUITY VENTURES. NO CLIENT FUNDS ARE INVOLVED WITH THIS ENTITY AT ALL. HE DEVOTES APPROXIMATELY 5 HOURS PER MONTH TO THIS BUSINESS. HE IS A PARTNER OF FAT JOE'S CARS AND DEVOTES ABOUT 2 HOURS PER MONTH TO THIS BUSINESS. HE IS THE SOLE OWNER OF INDEPENDENCE YACHT MANAGEMENT, A MOTOR YACHT CHARTER COMPANY. HE SPENDS APPROXIMATELY 8 HOURS PER MONTH ON THIS ACTIVITY. APPROXIMATELY 85% OF THE TIME HE DEVOTES TO THESE COMPANIES IS DURING SECURITIES TRADING HOURS. ALL OF THESE BUSINESSES CAN BE REACHED AT P.O. BOX 7789, ATLANTA, GEORGIA 30357. HE IS ALSO A MEMBER OF THE BOARD OF L2C, INC.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Alabama
(5/14/2012)
IAR
Florida
(5/30/2012)
IAR
Georgia
(5/10/2010)
IAR
Texas
(5/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1981About the Series 63 exam

Series 5 — Interest Rate Options Examination

Passed Dec 1981

Series 7 — General Securities Representative Examination

Passed May 1981About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Sep 1985

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Andrew Jetmundsen's CRS (Customer Relationship Summary).

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