Lisa C Andrews-Bowers

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

• 05/2008 → 11/2016
  Wells Fargo Advisors Llc
  South Waltham, MA
• 11/2016 → 12/2018
  Wells Fargo Clearing Services, Llc
  South Waltham, MA
• 12/2018 → 07/2020
  Merrill Lynch
  Newton, MA
• 07/2020 → 05/2025
  Rbc Capital Markets Llc
  Wellesley, MA
• 05/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-07-22 → 2025-06-06
  Rbc Capital Markets, Llc
  Wellesley Hills, MA
  Stoughton, MA
• 2019-02-06 → 2020-07-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 2008-07-08 → 2019-01-02
  Wells Fargo Clearing Services, Llc
  Waltham, MA
• 2003-11-04 → 2004-03-17
  Rbc Capital Markets, Llc
  Wellesley Hills, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-24
• S63 Uniform Securities Agent State Law Examination
  1992-10-09

Other Names

• Lisa Cathleen Headrick
• Lisa Cathleen Neilson
• Lisa C Andrews
• Lisa Andrews
• Lisa Cathleen Andrews
• Lisa Cathleen Andrews-Bowers