Jeffrey Ames

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

• 06/2013 → 02/2019
  General Motors
  Chandler, AZ
• 07/2017 → 03/2019
  Sun Lakes Chandler Animal Clinic Llc
  Sun Lakes, AZ
• 05/2019 → 12/2020
  Edward Jones
  Tempe, AZ
• 12/2020 → 11/2021
  Usaa
  Phoenix, AZ
• 11/2021 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Sun Lakes Chandler Animal Clinic Type: Veterinary Hospital Date: 09/29/17 Title: Vice President Trad Hrs: 0 Tot Hrs: 1 Desc: I help with Payroll and occasional IT support during non work-hours. This is my wife's business and I am board member for business continuity purposes. City-State: Sun Lakes AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-29

Other Names

• Jeffrey David Ames