Jeremy Noel

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

• 07/2019 → Present
  Edward Jones
  St Louis, MO
• 10/2016 → 07/2018
  Tri-County Feeds, Inc.
  Marshall, VA
• 08/2018 → 06/2019
  Oak View National Bank
  Warrenton, VA

Other Businesses

Rental Type of business: Rental property Marshall, VA Start date: 10/1/2017 owner Hours per week: 0 Hours during trading: 0 Landlord responsibilities in terms of liability; however day to day management is taken care of by third party.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-31

Designations

• Certified Financial Planner