RJ
Robert A. Jetmundsen
WORTHSCAPE
Atlanta, GA 30309
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CRD#: 730557
RJ
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.
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.
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®
NoneExperience
Current
May 10, 2010 - Present
WORTHSCAPE, LLC
Office #1: 1184 14th Place Ne, Atlanta, GA 30309RIA
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
BD
CRD#: 4161
ATLANTA, GA
Past
May 18, 1981 - July 17, 1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/3/1985
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
WL
WORTHSCAPE, LLC
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)Upgrade to AdvisorCheck Premium
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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
2
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 69,414,153 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
