Marie Estelle Haverty

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
• 08/2014 → 05/2018
  Coker College
  Hartsville, SC
• 07/2018 → 06/2019
  Cerner Corporation
  Kansas City, MO

Exams

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

Designations

• Certified Financial Planner

Other Names

• Marie Estelle Rothrock
• Marie Rothrock