Mohammad Ali

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

• 11/2015 → 05/2024
  Merrill Lynch, Pierce, Fenner, & Smith Incorporated
  Temecula, CA
• 05/2024 → Present
  Edward Jones
  St Louis, MO
• 11/2015 → 05/2024
  Bank Of America N.A.
  Temecula, CA

Previous Registrations

• 2019-04-16 → 2024-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glendora, CA
  Riverside, CA
  Glendora, CA
  New York, NY
  Glendora, CA
  Hacienda Heights, CA
  Glendora, CA
  City Of Industry, CA
  City Of Industry, CA
  West Covina, CA
  Temecula, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-04-13