Eugene P. Lamis

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

• 07/1993 → Present
  Edward D. Jones & Co
  Ft Worth, TX
• 07/1993 → Present
  Edward D. Jones & Co., L.P.
  Ft. Worth, TX

Other Businesses

United Way Fort Worth, TX Start date: 11/12/2019 Investment committee member Review the non-profit investment, investment choices of their 403b, and develop investment policy statement 3x/year. I will do this with other committee members * Glamis Castle Honeybee Ft Worth, TX Start date: 1/15/2025 Owner Hours per week: 2 Hours during trading: 0 Desc: I'd be removing honeybee hives and swarms from areas where people don't want them. I may do 4-5 removals in the spring and each would take just a few hours and be primarily in non trading hours. *

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-09
• S63 Uniform Securities Agent State Law Examination
  1994-07-20

Designations

• Certified Financial Planner

Other Names

• Gene Paul Lamis
• Eugene Paul Lamis
• Eugene P. Lamis
• Eugene P Lamis