Jose Alfonso Aleman

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

• 08/2020 → 01/2021
  Edward Jones
  St Louis, MO
• 04/2016 → 05/2017
  Jimmy John's
  Metairie, LA
• 12/2017 → 09/2018
  Go-Park Valet
  Baton Rouge, LA
• 05/2018 → 07/2018
  New Orleans Country Club
  New Orleans, LA
• 09/2018 → 08/2020
  Edward Jones
  Metairie, LA
• 06/2019 → 08/2019
  Edward Jones
  Metairie, LA
• 01/2013 → 04/2020
  School
  Baton Rouge, LA
• 05/2017 → 06/2017
  Blue Boiler Cats
  Metairie, LA
• 06/2017 → 07/2017
  Resorts Casino Hotel
  Atlantic City, NJ
• 06/2020 → 07/2020
  New Orleans Country Club
  New Orleans, LA
• 03/2021 → 05/2024
  Charles Schwab
  Washington, DC
• 06/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2024-03-20 → 2024-06-04
  Charles Schwab & Co., Inc.
  Austin, TX
  Washington, DC
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-24

Other Names

• Jose Alfonso Aleman
• Jose Alfonso Aleman
• Jose Aleman