Samantha Chesley

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

• 08/2019 → 06/2024
  Karen Davis Insurance Agency
  Salisbury, MD
• 03/2017 → 08/2019
  Gregory Reddell Insurance Agency
  Salisbury, MD
• 06/2010 → 03/2017
  Servpro
  Hebron, MD
• 09/2021 → 06/2024
  State Farm Vp Management Corp.
  Cambridge, MD
• 06/2024 → Present
  Edward Jones
  Salisbury, MD

Other Businesses

DAKA PROPERTIES LLC Type of business: PROPERTY MANAGEMENT MARDELA SPRINGS, MD Start date: 6/1/2022 TREASURER Hours per week: 2 Hours during trading: 0 RENTAL PROPERTIES OWNERSHIP: 50% Me and Spouse, 50% friend

Exams

• S66 Uniform Combined State Law Examination
  2024-09-18
• S63 Uniform Securities Agent State Law Examination
  2022-08-17

Other Names

• Sam Chesley
• Samantha Thompson