Elizabeth Murillo

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

• 11/2002 → 11/2023
  Wells Fargo Bank, Na
  Gilroy, CA
• 12/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-11-22 → 2023-11-29
  Wells Fargo Clearing Services, Llc
  San Jose, CA
  Gilroy, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-22

Other Names

• Elizabeth Marie Murillo
• Liz M Murillo
• Liz Murillo
• Elizabeth Murillo
• Liz Marie Murillo