Caleb Banegas

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

• 08/2010 → 08/2019
  Blue Valley School District
  Overland Park, KS
• 08/2019 → Present
  University Of Colorado Denver
  Denver, CO
• 02/2022 → 02/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2022 → 02/2024
  Northwestern Mutual Investment Services Llc
  Leawood, KS
• 02/2024 → Present
  Edward Jones
  St Louis, MO
• 09/2023 → 01/2024
  Doordash
  Overland Park, KS
• 08/2020 → 03/2021
  Courtyard Marriott
  Denver, CO
• 08/2016 → 07/2019
  Cinetopia Movie Theatre
  Overland Park, KS

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2024-04-03
• S63 Uniform Securities Agent State Law Examination
  2022-07-22

Other Names

• Caleb Grant Banegas