Shavkat Safaev

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

• 10/2010 → 06/2017
  Catapult Learning
  Camden, NJ
• 06/2014 → 09/2018
  Blue Ridge Family Insurance Agency
  Fairfax, VA
• 11/2017 → 06/2018
  Axa Advisors
  Falls Church, VA
• 10/2018 → 06/2025
  Merrill Lynch (Bank Of America)
  Vienna, VA
• 02/2017 → 10/2018
  Cropp Metcalfe
  Merrifield, VA
• 09/2016 → 02/2017
  Frankcrum
  Herndon, VA
• 08/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2018-11-28 → 2025-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Vienna, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-11-27