Eric Jack Zehnder

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

• 09/2008 → 12/2017
  Scottrade, Inc.
  Oak Lawn, IL
• 12/2017 → 06/2025
  Charles Schwab/Td Ameritrade
  Oak Brook, IL
• 06/2025 → 04/2026
  Fidelity Investments
  Orland Park, IL
• 04/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2025-08-18 → 2026-03-11
  Strategic Advisers Llc
  Homewood, IL
  Orland Park, IL
  Orland Park, IL
  Tinley Park, IL
• 2022-01-26 → 2025-06-26
  Charles Schwab & Co., Inc.
  Oak Brook, IL
  Orland Park, IL
• 2018-02-26 → 2023-03-23
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Oak Brook, IL
  Oak Brook, IL
  Orland Park, IL
  Omaha, NE
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Oak Brook, IL
  Omaha, NE
  Orland Park, IL
  Naperville, IL
• 2017-01-10 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2005-11-18 → 2008-07-11
  Td Ameritrade, Inc.
  Oak Brook, IL
• 2006-05-16 → 2008-07-11
  Td Ameritrade Investment Management, Llc
  Oak Brook, IL
• 2004-05-18 → 2005-11-21
  Waddell & Reed
  Muskegon, MI

Exams

• S66 Uniform Combined State Law Examination
  2017-07-31

Other Names

• Eric Jack Zehnder
• Eric J Zehnder
• Eric Zehnder