Cindy Basham

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

• 03/2025 → Present
  Edward Jones
  St. Louis, MO
• 04/2024 → 03/2025
  Tuthill & Hughes Llp
  Denver, CO
• 05/2020 → 04/2024
  Goldman, Felcoski & Stone Pa
  Coral Gables, FL
• 10/2016 → 12/2018
  Goldman, Felcoski & Stone Pa
  Coral Gables, FL
• 06/2019 → 02/2022
  Populus Group Llc
  Troy, MI
• 01/2019 → 06/2019
  Unemployed
  Highlands Ranch, CO
• 08/2005 → 10/2016
  Holland & Knight Llp
  Fort Lauderdale, FL

Other Businesses

CB Realty, LLC Type of business: Real Estate Holding LLC Highlands Ranch, CO Start date: 1/1/2023 Manager/Owner Hours per week: 1 Hours during trading: 1 Desc: There are five LLCs wholly owned by/under this one. Each LLC owns a residential real property. Responsibilities are related to renting and maintenance of the properties. I do not have a real estate license. CRB 2023 Irrev Trust Type of business: Trust holding real estate rent Highlands Ranch, CO Start date: 1/1/2023 Trustee Hours per week: 1 Hours during trading: 1 Desc: Manage two real estate rental properties. I do not have a real estate license.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02

Other Names

• Cindy Betancourt