Alfred Fuentes

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

• 10/2015 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2012-06-07 → 2015-08-20
  Investment Professionals, Inc.
  San Antonio, TX
• 2008-09-02 → 2011-07-13
  Advisors Asset Management, Inc.
  Boerne, TX
• 2007-07-17 → 2008-08-22
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-06
• S63 Uniform Securities Agent State Law Examination
  1991-07-03

Other Names

• Alfred Fuentes