Jacquelyn Kelly Schmidt

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

• 01/2013 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2011-11-25 → 2013-01-23
  Raymond James Financial Services Advisors, Inc
  Edwardsville, IL
• 2008-03-27 → 2011-11-17
  Uvest Financial Services Group, Inc.
  Edwardsville, IL

Other Businesses

Madison County Transit Granite City, IL Start date: 2/21/2018 Board Member Hours per week: 0 Hours during trading: 0 Board member and vice chairman, meeting monthly with other board members for oversight of the Madison County Mass Transit District (MCT), a municipal corporation. Also am a co-authorized signer along with chairman. MCT is dedicated to providing public mass transportation within Madison County, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-03-26
• S63 Uniform Securities Agent State Law Examination
  2007-11-13

Designations

• Certified Financial Planner