Christopher Casey Floyd

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

• 10/2015 → 03/2017
  Allen & Company Of Florida , Inc
  Winter Haven, FL
• 04/2017 → 12/2018
  Infinex Investments, Inc.
  Meriden, CT
• 11/2018 → 04/2022
  The Investment Center Inc
  Lake Walkes, FL
• 11/2018 → 04/2022
  Ic Advisory Services Inc
  Lake Wales, FL
• 04/2022 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-01-23 → 2022-04-29
  Ic Advisory Services, Inc.
  Lake Wales, FL
  Bedminster, NJ
• 2017-04-05 → 2018-12-03
  Osaic Institutions, Inc.
  Lake Wales, FL
• 2016-03-16 → 2017-03-21
  Allen & Company Of Florida, Llc
  Winter Haven, FL

Other Businesses

DataAnnotation Type of business: AI Training Alpine, NJ Start date: 7/25/2026 AI Data Evaluator Hours per week: 10 Hours during trading: 0 Reviewing AI responses to basic financial literacy prompts generated by AI models. Entirely online using personal computers and networks only on evenings and/or weekends. No advice, planning, or reference to my affiliation with Edward Jones or use of any proprietary information and no client impact.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant