Chad C Blackstone

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 → 04/2020
  Mclellan Financial Mortgage
  Rochester, MI
• 05/2015 → 05/2020
  Cetera Advisors Llc
  Denver, CO
• 11/2022 → Present
  Edward Jones
  St Louis, MO
• 04/2020 → 06/2022
  Rocket Mortgage/Quicken Loans
  Detroit, MI
• 06/2022 → 11/2022
  Unemployed
  Oxford, MI
• 01/2020 → 04/2020
  Door Dash
  San Francisco, CA

Previous Registrations

• 2017-02-09 → 2020-05-05
  Cetera Advisors Llc
  Rochester, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16

Other Names

• Chad Blackstone
• Chad Carrie Blackstone