Christopher J Diskin

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

• 07/2000 → 05/2018
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 05/2018 → 01/2022
  Tiaa
  Charlotte, NC
• 01/2022 → 08/2024
  Lpl Financial Llc
  Fort Mill, SC
• 08/2024 → 02/2026
  Edelman Financial Engines
  Santa Clara, CA
• 03/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-09-09 → 2026-03-13
  Edelman Financial Engines
  Huntersville, NC
• 2022-01-13 → 2024-09-06
  Lpl Financial Llc
  Fort Mill, SC
  Huntersville, NC
• 2018-08-06 → 2022-01-10
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 2007-04-05 → 2018-05-10
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  Richmond, VA
  Richmond, VA
  St. Louis, MO
  Minneapolis, MN
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-04
• S63 Uniform Securities Agent State Law Examination
  1999-01-21

Other Names

• Christopher James Diskin
• Chris Diskin
• Chris James Diskin