Robert A. Jetmundsen

WORTHSCAPE

Atlanta, GA 30309

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CRD#: 730557

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 10, 2010 - Present

WORTHSCAPE, LLC

Office #1: 1184 14th Place Ne, Atlanta, GA 30309

RIA

CRD#: 139220

Atlanta, GA

Past

January 25, 2006 - April 11, 2006

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

June 27, 1985 - April 11, 2006

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

Past

May 18, 1981 - July 17, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 1/18/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/14/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 12/12/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 5/16/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 9/3/1985

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

WORTHSCAPE, LLC

CRD#: 139220 / SEC#: 801-66338

RIA

Registered Investment Advisory firm - (9/28/2012 Terminated)

Alabama

Registered Investment Advisory firm - (6/28/2012 Approved)

Florida

Registered Investment Advisory firm - (6/21/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/30/2012 Approved)

Texas

Registered Investment Advisory firm - (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).

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Contact information

Main Address

1184 14th Place Ne, Atlanta, GA 30309

Mailing Address

Po Box 570775, Atlanta, GA 30357

Phone number

(404) 419-7111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 88,352,541

Red Flags

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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Robert A. Jetmundsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WORTHSCAPE, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2006

Series 63

Date: 5/14/1981

Series 5

Date: 12/12/1981

Series 7

Date: 5/16/1981

Series 8

Date: 9/3/1985

Current Firm

WORTHSCAPE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WORTHSCAPE, LLC

TRUST BUT VERIFY

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