Elliot Sandvig

CRD 7313508

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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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-03-17
CA	RA	APPROVED	2021-01-19

TX RA
APPROVED

Since 2021-03-17
CA RA
APPROVED

Since 2021-01-19

Branch Locations

222 Weller St Suite 1, Petaluma, CA 94952 • United States

3562 Round Barn Cir Suite 212, Santa Rosa, CA 95403-0179 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2020	Present
University Of California, Davis (Bers Lab)	Davis	CA	08/2016	06/2017
Unemployed	San Francisco	CA	06/2017	12/2017
Ascent Services Group	Concord	CA	12/2017	04/2018
Medtronic	Santa Rosa	CA	04/2018	01/2020
Unemployed	San Francisco	CA	01/2020	11/2020

11/2020 → Present

Edward Jones

St Louis, MO
08/2016 → 06/2017

University Of California, Davis (Bers Lab)

Davis, CA
06/2017 → 12/2017

Unemployed

San Francisco, CA
12/2017 → 04/2018

Ascent Services Group

Concord, CA
04/2018 → 01/2020

Medtronic

Santa Rosa, CA
01/2020 → 11/2020

Unemployed

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-16

S66 Uniform Combined State Law Examination

2021-01-16

Designations

Certified Financial Planner

Other Names

Elliot Millard Sandvig

View on SEC IAPD

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