Erin Lenser

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 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Commercial Rental Property Lodi, CA Start date: 7/19/2010 Owner Hours per week: 0 Hours during trading: 0 Commercial Rental Property Owner of Edward Jones Office Lodi Sunrise Rotary Lodi, CA Start date: 7/1/2017 Foundation Chair Hours per week: 0 Hours during trading: 0 Coordinate donations to the Rotary Foundation. Includes collecting funds from members and submitting to the national head quarters. Commercial Rental Property Lodi, CA Start date: 4/1/2018 Owner Hours per week: 0 Hours during trading: 0 Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2016-09-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Erin Lynn Friedli
• Erin Lynn Lenser