Sonja M Parker

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

• 01/2018 → 10/2018
  Edward Jones
  St Louis, MO
• 05/2013 → 12/2017
  Bank Of America
  Augusta, GA
• 01/2019 → Present
  Edward Jones
  St.LOuis, MO

Other Businesses

Mary Kay Type of business: skin care Boiling Spring, SC Start date: 4/26/2024 Mary Kay representative Hours per week: 0 Hours during trading: 0 Sell to family and friends." "Upstate Family Resource Center Type: Date: 09/01/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: I am part of the finance committee to approve the budget for this organization. I am also on the Board to consider programs for this organization. City-State: Boiling Springs SC" Spartanburg county foundation Type of business: Non profit organization Spartanburg, SC Start date: 1/25/2025 Investment Advisory committee Hours per week: 2 Hours during trading: 2 I provide guidance and oversite on the Foundation's investment strategies OneSpartanburg Type of business: Chamber of Commerce/ POWER UP Spartanburg, SC Start date: 1/12/2024 Mentor- for Power UP Hours per week: 3 Hours during trading: 1 mentor a small business owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-07
• S63 Uniform Securities Agent State Law Examination
  2018-10-22

Other Names

• Sonja Wilson
• Sonja Melaine Wilson
• Sonja Melaine Parker
• Sonja M Parker