Lindsey Robert Caughel

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

• 06/2012 → 03/2017
  Los Angeles Dodgers
  Los Angeles, CA
• 05/2016 → 09/2016
  Lincoln Saltdogs
  Lincoln, NE
• 12/2016 → 06/2018
  Seattle Mariners
  Seattle, WA
• 09/2018 → 02/2019
  Altamonte Springs Baseball Academy
  Altamonte Springs, FL
• 02/2019 → Present
  Edward Jones
  St. Louis, MO
• 09/2012 → 12/2018
  Lake Highland Prepartory School
  Orlando, FL
• 12/2016 → 12/2017
  I360 Digital View
  Lake Mary, FL

Other Businesses

"QC Kinetix Type: Date: 09/20/23 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Owner in QC Kinetix City-State: Little Rock AR" *** Huntsville Real Estate Type: Real Estate Date: 07/01/22 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: I am part owner/passive investor in a real Estate LLC that invest in single family homes in Huntsville, Alabama City-State: Huntsville AL *** QC Kinetix Type of business: Healthcare Tulsa, OK Start date: 9/19/2022 Owner Hours per week: 3 Hours during trading: 0 25% passive owner in a QC Kinetix Franchise located in Tulsa, Oklahoma. My wife is also a 25% owner but she is more active

Exams

• S66 Uniform Combined State Law Examination
  2019-04-23

Designations

• Certified Financial Planner