Jeffrey S Carlson

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

• 06/2009 → 03/2017
  Morgan Stanley Smith Barney
  Boston, MA
• 05/2019 → Present
  Edward Jones
  St Louis, MO
• 03/2017 → 05/2019
  Unemployed
  Boston, MA

Previous Registrations

• 2014-03-03 → 2017-03-06
  Morgan Stanley
  Boston, MA

Other Businesses

Appalachian Mountain Club Boston, MA Start date: 1/2/2016 Member - Development Committee Hours per week: 0 Hours during trading: 0 Committee responsibilities focus on how to strengthen AMC's long-term fiscal health and mission-delivery through fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-08