Preetinder S Bassi

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

• 09/2021 → Present
  Edward Jones
  St Louis, MO
• 12/2018 → 09/2021
  New York Ehealth Collaborative
  Albany, NY
• 07/2018 → 11/2018
  Unemployed
  Bethpage, NY
• 07/2016 → 06/2018
  Maimonides Medical Center
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-13

Other Names

• Preet Bassi
• Preetinder Bassi