Christopher Douglas Wells

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

• 12/2018 → Present
  Edward Jones
  St Louis, MO
• 09/2016 → 12/2018
  University Of Notre Dame
  South Bend, IN
• 06/2013 → 09/2016
  Saint Viator High School
  Arlington Heights, IL

Other Businesses

University of Notre Dame Type of business: High Education South Bend, IN Start date: 9/8/2016 Assistant Director, UGA Alumni Hours per week: 40 Hours during trading: 40 Fundraising, volunteer management and alumni relations. Cleveland Road Mirador Holdings LLC Type of business: Real Estate Development Granger, IN Start date: 4/18/2022 Member Hours per week: 0 Hours during trading: 0 Passive, minority investor Insignia, LLC Type of business: Commercial Real Estate Granger, IN Start date: 10/26/2023 Partner Hours per week: 10 Hours during trading: 0 Desc: Part owner (profit interest only) in LLC that owns a commercial lot developed in 2024-2025 into a commercial real estate building to lease space to multiple tenants. Duties including leasing, property management and administrative duties such as paying bills.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Designations

• Certified Financial Planner

Other Names

• Chris Wells