Andrew Perla

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

• 09/2018 → 05/2019
  Ohio National Financial Services
  Houston, TX
• 06/2013 → 07/2019
  Whataburger
  Houston, TX
• 05/2019 → 12/2019
  Mutual Of Omaha
  The Woodlands, TX
• 10/2025 → Present
  Edward Jones
  St. Louis, MO
• 12/2019 → 01/2021
  Pwm Electronic Price Signs
  Houston, TX
• 01/2021 → 04/2021
  Ntt Data
  Plano, TX
• 12/2019 → 09/2020
  Tier One Personell
  Houston, TX
• 04/2021 → 10/2025
  Liberty Mutual
  Plano, TX
• 08/2020 → 09/2020
  Uber
  Houston, TX

Previous Registrations

• 2019-08-28 → 2020-05-26
  Mutual Of Omaha Investor Services, Inc.
  The Woodlands, TX
  Houston, TX

Other Businesses

rental property Type of business: Rental Unit New Caney, TX Start date: 9/8/2025 rental proper Hours per week: 0 Hours during trading: 0 Desc: Just a rental unit

Exams

• S66 Uniform Combined State Law Examination
  2025-12-08
• S65 Uniform Investment Adviser Law Examination
  2019-08-28