Best Investors Account Sign in

Sofia Lasarte

Edward Jones

Chesterfield, MO

St. Louis, MO

CRD 7370344

Claim This Profile
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

AuthorityCategoryStatusDate
MO RA APPROVED 2023-03-27
  • MO RA
    APPROVED
    Since 2023-03-27

Branch Locations

Chesterfield, MO • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
OrganizationCityStateFromTo
Edward Jones St. Louis MO 05/2021 Present
Montgomery Bank St. Louis MO 06/2020 05/2021
Walgreens St. Louis MO 04/2020 05/2020
Full-Time Education St. Louis MO 01/2013 02/2020
Unemployed St. Louis MO 02/2020 04/2020
  • 05/2021 → Present
    Edward Jones
    St. Louis, MO
  • 06/2020 → 05/2021
    Montgomery Bank
    St. Louis, MO
  • 04/2020 → 05/2020
    Walgreens
    St. Louis, MO
  • 01/2013 → 02/2020
    Full-Time Education
    St. Louis, MO
  • 02/2020 → 04/2020
    Unemployed
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
  • S66 Uniform Combined State Law Examination
    2023-03-24
Other Names
  • Sofia Lasarte
  • Sofia Cecilia Lasarte

View on SEC IAPD

More in Chesterfield, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor