Justin E Rich

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

• 02/2013 → 06/2019
  Bmo Harris Bank
  Carmel, IN
• 11/2013 → 06/2019
  Bmo Harris Financial Advisors
  Carmel, IN
• 06/2019 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Choice One LLC Type of business: Rental Property Fishers, IN Start date: 6/1/2007 Partner Hours per week: 0 Hours during trading: 0 SILENT PARTNER. NO RESPONSIBILITIES.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03
• S63 Uniform Securities Agent State Law Examination
  2014-01-28

Designations

• Certified Financial Planner

Other Names

• Justin Ernest Rich