Denise Ann Mathias

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

• 03/2016 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Property Type of business: Rent Property Kerrville, TX Start date: 1/29/2007 Owner Hours per week: 0 Hours during trading: 0 Collect Rent from Edward Jones for office space

Exams

• S66 Uniform Combined State Law Examination
  2016-05-23

Other Names

• Denise Ann Lyman