Philip Michael Mondeau

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

• 03/2015 → 03/2021
  Edward Jones
  St Louis, MO
• 06/2021 → 02/2025
  Raymond James & Associates, Inc/Carillon Fund Distributors, Inc.
  St. Petersburg, FL
• 02/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2021-07-06 → 2023-04-13
  Raymond James & Associates, Inc.
  St Petersburg, FL
• 2020-01-07 → 2021-03-08
  Edward Jones
  St Louis, MO
  Aurora, CO
  Lakewood, CO
  Golden, CO
  Arvada, CO

Other Businesses

"Larson's Ski & Sport Type: Sporting Goods Date: 05/15/15 Title: Sales Associate Trad Hrs: 0 Tot Hrs: 0 Desc: Product Sales, Customer Service, Equipement Maintenance, Inventory Management. City-State: Wheat Ridge CO" "Sprouts Type: Grocery Retailer Date: 09/13/16 Title: Produce Associate Trad Hrs: 0 Tot Hrs: 25 Desc: Stock Produce Floor Customer Service Freight Room Organization City-State: Parker CO"

Exams

• S66 Uniform Combined State Law Examination
  2020-01-06

Other Names

• Philip Michael Mondeau
• Philip Mondeau
• Philip M Mondeau