Craig Upton Colby

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 06/2017
  Oppenheimerfunds Distributor, Inc
  New York, NY
• 06/2017 → 01/2018
  Unemployed
  Mt. Pleasant, SC
• 01/2018 → 01/2019
  Liberty Partners Financial Services, Llc
  Mt. Pleasant, SC
• 02/2018 → 01/2019
  Liberty Partners Capital Management Llc
  Bakersfield, CA
• 01/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2003-04-11 → 2006-08-03
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

St. Thomas Isle Business Group Type: Date: 09/26/19 Title: Co-founder and Board Chairman Trad Hrs: 0 Tot Hrs: 0 Desc: This was a bus networking group we renamed. I co-founded this group, we meet once a month at different locations, no dues or fees , so no money. Food is provided by other businesses and vendors. City-State: Mt. Pleasant SC

Exams

• S66 Uniform Combined State Law Examination
  2019-03-05
• S65 Uniform Investment Adviser Law Examination
  2003-01-10
• S63 Uniform Securities Agent State Law Examination
  1988-08-08

Other Names

• Craig U. Colby