Best Investors Account Sign in

Casey Ann Collier

Edward Jones

Columbia, MO

CRD 6584413

Claim This Profile
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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-25
MO RA APPROVED 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-25
  • MO RA
    APPROVED
    Since 2025-07-22

Branch Locations

4205 Philips Farm Rd Suite 100, Columbia, MO 65201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Columbia MO 11/2015 11/2025
Serenity Valley Winery Fulton MO 04/2022 11/2025
Edward Jones St. Louis MO 11/2025 Present
  • 11/2015 → 11/2025
    Edward Jones
    Columbia, MO
  • 04/2022 → 11/2025
    Serenity Valley Winery
    Fulton, MO
  • 11/2025 → Present
    Edward Jones
    St. Louis, MO
Other Businesses

Serenity Valley Winery Type: Food Service Date: 04/23/22 Title: Waitress Trad Hrs: 0 Tot Hrs: 8 - Seasonal/Part time City-State: Fulton MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2025-07-18
Other Names
  • Casey Ann Phillippe
  • Casey Ann Gilbert

View on SEC IAPD

More in Columbia, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor