Best Investors Account Sign in

Sophia Schumacher

Edward Jones

Big Rapids, MI

CRD 7127744

Claim This Profile
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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-19
MI RA APPROVED 2024-01-05
  • TX RA
    APPROVED
    Since 2024-02-19
  • MI RA
    APPROVED
    Since 2024-01-05

Branch Locations

101 S Michigan Ave, Big Rapids, MI 49307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2023 Present
Bandit Industries Remus MI 12/2021 08/2023
Trelan Manufacturing Remus MI 11/2019 08/2023
Northwestern Mutual Mt. Pleasant MI 06/2019 11/2019
Mclaren Central Michigan Mt. Pleasant MI 01/2016 05/2019
  • 08/2023 → Present
    Edward Jones
    St Louis, MO
  • 12/2021 → 08/2023
    Bandit Industries
    Remus, MI
  • 11/2019 → 08/2023
    Trelan Manufacturing
    Remus, MI
  • 06/2019 → 11/2019
    Northwestern Mutual
    Mt. Pleasant, MI
  • 01/2016 → 05/2019
    Mclaren Central Michigan
    Mt. Pleasant, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2023-12-27
Other Names
  • Sophia Lynn Schumacher

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
HARBOUR INVESTMENTS, INC.

Nearby Investors

KELLY ANN BROCKETTE
Benjamin Guy Fath
ZACHARY DANIEL DOXTATER

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Big Rapids, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Big Rapids, MI
FIFTH THIRD SECURITIES, INC. · BIG RAPIDS, MI

More in Big Rapids, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor