Caley Lang Chrismond

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

• 07/2007 → 06/2018
  Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp)
  Tupelo, MS
• 06/2018 → 06/2024
  Wells Fargo Clearing Services, Llc
  Columbus, MS
• 06/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2018-06-20 → 2024-06-21
  Wells Fargo Clearing Services, Llc
  Columbus, MS
  Tupelo, MS
  Tupelo, MS
• 2007-07-31 → 2018-06-25
  Lpl Financial Llc
  Pontotoc, MS
  Aberdeen, MS
  Guntown, MS
  Tupelo, MS
  Tupelo, MS
  Pontotoc, MS
  West Point, MS
  Saltillo, MS
  Tupelo, MS
  Iuka, MS
  Shannon, MS
  West Point, MS
  Okolona, MS
  New Albany, MS
  New Albany, MS
  Tupelo, MS
  Tupelo, MS
  Tupelo, MS
  Oxford, MS
  Belden, MS
  Calhoun City, MS
  Oxford, MS
  Tupelo, MS
  Verona, MS
  Oxford, MS
  Tupelo, MS
• 2007-04-02 → 2007-07-11
  Morgan Stanley & Co. Llc
  Tupelo, MS
• 2005-12-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Tupelo, MS
  Memphis, TN

Other Businesses

Type of business: rental house Maben, MS Start date: 6/15/2020 Owner Hours per week: 1 Hours during trading: 0 Rental house Self Type of business: rental house Maben, MS Start date: 6/15/2020 owner Hours per week: 0 Hours during trading: 0 Desc: Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2005-09-28

Designations

• Certified Financial Planner

Other Names

• Caley L. Chrismond