Robert Sorensen
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Sorensen is an investment adviser representative with Edward Jones in New Haven, CT, where they have been registered since 2023. They have worked in the securities industry since 2013 and were previously registered with PFS Investments Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and Texas.
Registrations & licenses
- Investment adviser:
- Connecticut, Texas
- Broker:
13 states and territories
Arkansas, California, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Ohio, Texas, Utah, Vermont, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Primerica Financial ServicesAug 2001 – Apr 2022Bountiful, UT
- PFS Investments Inc.Oct 2001 – Apr 2022Bountiful, UT
- Edward JonesMay 2023 – no end date reportedSt. Louis, MO
- Tage Wright State FarmMay 2022 – Feb 2023Deep River, CT
- Transform /SearsMay 2018 – Jul 2020Salt Lake City, UT
- Transform / SearsAug 2020 – Apr 2022Rocky Hill, CT
- Alpine School DistrictJun 2016 – May 2018American Fork, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Sorensen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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