Adam Richard Siegelin

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

• 04/2021 → Present
  Edward Jones
  St Louis, MO
• 04/2014 → 05/2017
  Siegelin Mowing
  Upland, IN
• 05/2017 → 08/2020
  Miracle Camp And Retreat Center
  Lawton, MI
• 08/2017 → 04/2021
  Taylor University
  Upland, IN
• 08/2019 → 05/2020
  Taylor University Office Of Admissions
  Upland, IN

Exams

• S66 Uniform Combined State Law Examination
  2021-06-04

Designations

• Certified Financial Planner