Joel Andrew Laidig

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

• 06/2004 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

RALPHIE SHAE LLC Type of business: RENTAL PROPERTY MISHAWAKA, IN Start date: 11/30/2017 MEMBER Hours per week: 0 Hours during trading: 0 I have a set up an LLC to buy a rental property.*** BALD BROS HOMES LLC Type of business: REAL ESTATE MISHAWAKA, IN Start date: 1/30/2024 MEMBER Hours per week: 0 Hours during trading: 0 Formed an LLC to buy and sell real estate (house flipping). My role is to buy the properties.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-14
• S63 Uniform Securities Agent State Law Examination
  2004-08-20

Designations

• Certified Financial Planner

Other Names

• Joel Andrew Laidig