Jessy C Arzola

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

• 07/2016 → 11/2019
  The Prudential Insurance Company Of America
  Houston, TX
• 10/2019 → 06/2022
  Jpmorgan Chase
  Houston, TX
• 06/2022 → 09/2024
  Merrill Lynch (Bank Of America)
  Houston, TX
• 01/2026 → Present
  Edward Jones
  St. Louis, MO
• 09/2024 → 01/2026
  Unemployed
  Houston, TX

Previous Registrations

• 2022-06-07 → 2024-09-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 2020-01-09 → 2022-06-08
  J.P. Morgan Securities Llc
  Houston, TX
  Houston, TX
• 2019-09-13 → 2019-11-08
  Pruco Securities, Llc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-31
• S63 Uniform Securities Agent State Law Examination
  2016-06-25

Other Names

• Jessy Carrillo Arzola
• Jessy Carrillo Arzola
• Jessy C. Arzola
• Jessy C. Arzola