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Adviser and broker representative · Edward Jones

Casandra B. Roberts

CRD 6868195 · Sedro Woolley, WA

At a glance

Casandra B. Roberts is an investment adviser representative with Edward Jones in Sedro Woolley, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Casandra’s SEC record dates to 2018, about 8 years ago. Casandra is also registered as a broker representative.

Current advisory firm

  • Edward JonesSince January 2018Sedro Woolley, WA · $1.01T in regulatory assets

SEC adviser record

Registered since
2018 (8 years)
Designations
None on file
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Casandra’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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