Jay Doll

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

• 02/2019 → Present
  Edward Jones
  St Louis, MO
• 03/2016 → 02/2019
  Hayloft Ice Cream Parlor
  Decatur, MI
• 05/2018 → 09/2018
  Hayloft Ice Cream Parlor
  Decatur, MI
• 05/2013 → 10/2018
  Hayloft Ice Cream Parlor
  Decatur, MI
• 08/2017 → 12/2017
  Davenport University
  Caledonia, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22

Designations

• Certified Financial Planner