Craig Steven Caldwell

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

• 09/2015 → Present
  Edward Jones
  Saint Louis, MO

Other Businesses

Smoke & Shine Slippery Rock, PA Start date: 1/14/2022 Owner Hours per week: 0 Hours during trading: 0 Owner of catering for smoked meats and distillery license for spirits. * Smoke & Shine Type of business: Distillery Slippery Rock, PA Start date: 1/3/2023 CEO Hours per week: 12 Hours during trading: 0 Distilling * Slippery Rock Development Slippery Rock, PA Start date: 1/3/2022 Board Member Hours per week: 0 Hours during trading: 0 Help organize local events such as: Village fest, and light up night * Slippery Rock Township Zoning Board Slippery Rock, PA Start date: 1/1/2021 Sec. Hours per week: 0 Hours during trading: 0 Listen to new building permits. * Slippery Rock Water Authority Slippery Rock, PA Start date: 1/2/2024 Secretary Hours per week: 0 Hours during trading: 0 Over see bylaws and planning. *

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23