Lea Marie Walsh

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

• 01/2018 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated/Boa
  Springfield, MA
• 09/2016 → 09/2017
  Temple Israel
  Minneapolis, MN
• 09/2009 → 05/2018
  Mount Holyoke College
  South Hadley, MA
• 02/2018 → 05/2018
  Mount Holyoke College
  South Hadley, MA
• 09/2017 → 06/2018
  Unemployed
  South Hadley, MA
• 09/2018 → 10/2018
  Americorp
  South Hadley, MA
• 12/2018 → 01/2019
  United Personnel - Springfield Symphony
  Springfild, MA
• 08/2015 → 12/2016
  Minneapolis Community And Technical College
  Minneapolis, MN
• 10/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-11-06 → 2024-10-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Springfield, MA
  New York, NY
  Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01

Other Names

• Lea Walsh
• Lea Marie Walsh