Isaiah R Van Roy

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

• 09/2024 → 01/2025
  Edward Jones
  St. Louis, MO
• 06/2021 → 11/2024
  Americold Logistics Inc.
  Appleton, WI
• 01/2019 → 06/2021
  Menards
  Appleton, WI
• 06/2017 → 01/2019
  Incredible Edibles Llc.
  Kimberly, WI
• 11/2002 → 07/2017
  Unemployed
  Kimberly, WI
• 01/2025 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Americold Logistics LLC Type: Cold Storage Warehouse Date: 06/01/21 Title: Lift Truck Operator Trad Hrs: 6 Tot Hrs: 20 Desc: I drive a forklift around and load trailers with product to be shipped out to merchants. City-State: Appleton WI

Exams

• S66 Uniform Combined State Law Examination
  2025-04-05