Alex J Hale

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

• 05/2016 → 08/2018
  Mesirow Financial, Inc.
  Highland Park, IL
• 08/2018 → 01/2021
  J.P. Morgan Investment Management Inc.
  Chicago, IL
• 08/2018 → 01/2021
  J.P. Morgan Institutional Investments Inc.
  Chicago, IL
• 01/2021 → 10/2021
  Morgan Stanley
  Charleston, SC
• 10/2021 → 01/2025
  Fidelity Investments
  Mount Pleasant, SC
• 01/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-11-09 → 2025-02-03
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
• 2021-02-05 → 2021-10-26
  Morgan Stanley
  Charleston, SC
• 2016-05-24 → 2018-08-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
  Highland Park, IL
• 2015-08-05 → 2016-05-13
  Balasa Dinverno Foltz Llc
  Itasca, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-26
• S65 Uniform Investment Adviser Law Examination
  2015-08-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Alex Justin Hale
• Alex J. Hale
• Alex Hale