Joseph Ladner

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

• 06/2018 → Present
  Edward Jones
  St Louis, MO
• 07/2014 → 03/2018
  Fastenal
  Athens/Vonore, TN
• 03/2018 → 03/2018
  Pro Power
  Bartlett, TN

Other Businesses

Blue Willow Tutorial Athens, TN Start date: 3/1/2023 Board Member Help the board to budget for the upcoming fiscal year,

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Joseph Levi Ladner