Chelsea Merrell Safe

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 → 11/2018
  Edward Jones
  Saint Louis, MO
• 11/2018 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

First Congregational Church of St. Louis Saint Louis, MO Start date: 6/1/2021 Endowment committee member Hours per week: 0 Hours during trading: 0 I would be a member of a 3 person committee whose job it is to review the church's endowment investments. * *

Exams

• S66 Uniform Combined State Law Examination
  2013-06-05

Designations

• Certified Financial Planner

Other Names

• Chelsea Jane Merrell
• Chelsea Merrell Carlock