Ronda L Warrener

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

• 08/2015 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2009-07-10 → 2015-09-08
  Msi Financial Services, Inc.
  Warwick, RI
  Warwick, RI
  Warwick, RI
• 2005-11-04 → 2009-07-22
  Ubs Financial Services Inc.
  Providence, RI
• 2000-01-01 → 2005-11-29
  Legg Mason Wood Walker, Incorporated
  Providence, RI

Other Businesses

Rental Property Johnston, RI Start date: 4/26/2023 Owner Hours per week: 4 Hours during trading: 1 Maintain property, interact with tenants, track property related expenses and income * Rental Property Type of business: Rental Real Estate Smithfield, RI Start date: 2/1/2026 Owner Hours per week: 4 Hours during trading: 1 Maintain property, interact with tenants, track property related expenses and income

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-19
• S63 Uniform Securities Agent State Law Examination
  1990-03-12

Designations

• Certified Financial Planner

Other Names

• Ronda Lee Warrener
• Ronda Lee Ann Williams
• Ronda Lee Ann Warrener