Trishana Dione Dailey

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

• 11/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

University of North Texas Dallas - Advisory Panel Dallas, TX Start date: 9/1/2017 Board Member Attend student meetings, act as mentor for students Pearls For Girls Type of business: Women's Empowerment Network Allen, TX Start date: 9/1/2019 Co-Founder Hours per week: 0 Hours during trading: 0 Organize and facilitate a networking organization that brings women together to learn and discuss topics important to women including, health, wellness, fitness, networking, self care. We also engage SMEs regarding the monthly topic to provide resources for the attendees. Infinite Grace Holdings Type of business: S Corp Allen, TX Start date: 12/1/2023 Owner Hours per week: 0 Hours during trading: 0 Will serve as holding/ umbrella organization for future LLC for Pearls for Girls and my future Real Estate Investment properties LLC.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-31

Other Names

• Trishana D Woodard
• Dionne Dailey
• Dionne Woodard
• Trishana Dionne Dailey