Edwin Craig Porter

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
• 12/2020 → 04/2021
  Unemployed
  Concord, NC
• 08/2006 → 12/2020
  Tiaa
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-06-18

Designations

• Certified Financial Planner