Hoai Thu Tran

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

• 01/2026 → Present
  Edward Jones
  St Louis, MO
• 08/2018 → 01/2026
  The Ohio State University
  Newark, OH
• 01/2017 → 08/2018
  Sinclair Community College
  Dayton, OH
• 09/2016 → 12/2016
  Unemployed
  Hilliard, OH

Other Businesses

Rental property Plain City, OH Start date: 12/5/2024 Owner Hours per week: 0 Hours during trading: 0 Handle lease agreements and tenant communications.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-13

Other Names

• Hoai T Tran