Cassandra L Whitmer

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

• 04/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2019 → 03/2019
  Syneos Health
  Somerset, NJ
• 09/2018 → 11/2018
  Center For Focused Care
  Erie, PA
• 03/2000 → 09/2018
  Allergan (And Formerly Forest Pharmaceuticals)
  Madison, NJ
• 11/2018 → 02/2019
  Unemployed
  Erie, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Other Names

• Cassandra Lynn Whitmer- Fetzner
• Cassandra Whitmer