Cody Michael Cervellera

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

• 01/2016 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Self Type of business: eBay Store Clermont, FL Start date: 1/1/2011 Owner Hours per week: 5 Hours during trading: 0 I go to thrift stores on the weekends for myself, if I find items not my size or worth something I will buy it to resell on eBay. Photos of items, packaging & shipping out.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-29

Designations

• Certified Financial Planner