Andrea Marie Tremblay

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

• 11/2014 → 05/2017
  Edward Jones
  Dartmouth, MA
• 05/2017 → 06/2017
  Edward Jones
  Westport, MA
• 06/2017 → 11/2024
  Edward Jones
  Bristol, RI
• 11/2024 → 06/2025
  Edward Jones
  St Louis, MO
• 06/2025 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Berkley Used Auto Type: Used auto part resale Date: 06/04/18 Title: Clerical Assistant Trad Hrs: 0 Tot Hrs: 1 Desc: Maintain incoming and outgoing car part data base. Inventory control data base. Manage marketing and record retention. Maintain website City-State: Berkley MA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-07

Other Names

• Andrea Marie Rouillard