Maria Del Carmen Alderete

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

• 02/2016 → 12/2017
  Crewe Capital Advisors Llc
  Salt Lake City, UT
• 03/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 06/2018 → 01/2019
  Bank Of America, N.A.
  Salt Lake City, UT
• 04/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2018-03-22 → 2019-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
  Salt Lake City, UT
• 2017-02-27 → 2018-01-03
  Crewe Advisors
  Salt Lake City, UT

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-16
• S65 Uniform Investment Adviser Law Examination
  2017-02-24

Other Names

• Maria Del Carmen Valencia
• Maria Del Carmen Alderete
• Carmen Alderete