Michael Gerard Schmidt

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

• 10/2008 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2005-06-24 → 2008-10-10
  Ameriprise Advisor Services, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

RENTAL PROPERTY CAROLINA BEACH, NC Start date: 3/27/2024 CO-OWNER Hours per week: 1 Hours during trading: 1 RENTAL CONDO LOCATED AT THE BEACH - MY WIFE AND MYSELF ARE THE SOLE OWNERS AND HAVE A MANAGEMENT COMPANY TAKE CARE OF DAY TO DAY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-23
• S63 Uniform Securities Agent State Law Examination
  1994-10-28

Designations

• Certified Financial Planner