Angie Battaglia

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

• 06/2016 → Present
  Edward Jones
  South Jordan, UT
• 08/2003 → 10/2017
  Chocolate Covered Wagon
  Sandy, UT

Other Businesses

"Aegis Properties LLC Type: Real Estate Date: 08/01/22 Title: Member/Owner Trad Hrs: 0 Tot Hrs: 2 Desc: Aegis Properties LLC; a property management company, jointly held with an Edward Jones associate. Set up to hold and manage real estate. City-State: Saratoga Springs UT" * "Northstar Properties SJ LLC Type: Real Estate Date: 08/01/22 Title: Member/Owner Trad Hrs: 0 Tot Hrs: 2 Desc: Northstar Properties SJ LLC; jointly held company with an Edward Jones Associate for property ownership and liability protection. To hold and manage real estate. City-State: Saratoga Springs UT" *

Exams

• S66 Uniform Combined State Law Examination
  2022-03-22

Other Names

• Angie Battaglia
• Angela Schaugaard
• Angie Schaugaard
• Angela Dawn Battaglia