Peter A Monteleone

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
• 07/2005 → 02/2024
  Martine's Wines
  Novato, CA
• 07/2024 → 02/2025
  Natural Impact Consulting
  Sonoma, CA
• 03/2024 → 07/2024
  Unemployed
  Sonoma, CA

Other Businesses

Natural Impact Consulting Type of business: Business Consulting Sonoma, CA Start date: 3/15/2024 Principal Hours per week: 3 Hours during trading: 0 Desc: sole proprietor of business consulting practice with minimal client engagements

Exams

• S66 Uniform Combined State Law Examination
  2025-05-28