Todd Lawrence Havel

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

• 06/2005 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Don Bosco Endowment gilbertville, IA Start date: 11/17/2015 member Hours per week: 0 Hours during trading: 0 I serve as a committee member to help manage the funds IC/St Joes endowment gilbertville, IA Start date: 11/17/2015 member Hours per week: 0 Hours during trading: 0 Serve as a committee member, help manage funds

Exams

• S66 Uniform Combined State Law Examination
  2008-02-12
• S63 Uniform Securities Agent State Law Examination
  2005-09-26

Other Names

• Todd Lawrence Havel