Traci Lynn Schath

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

• 08/2013 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Children's Speech Language Learning, speech and tutoring services (not investment related). I do the speech services billing as well as payroll for the 1099 workers. Approximately 10 hours per month, zero of which are during business trading hours. August 2000 to present. Janet Knutson - Director 317-413-9322 11062 Westoves Drive Noblesville, IN 46060 ****** Children's Speech, Language, and Learning Services Type of business: Speech and Tutoring Noblesville, IN Start date: 6/1/1999 Billing/Tutoring/Payroll Hours per week: 3 Hours during trading: 0 Run billing statements, payroll. Tutoring as needed. Rental Property Type of business: Rental Noblesville, IN Start date: 8/29/2025 Rental Hours per week: 0 Hours during trading: 0 Maintain Property

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05

Other Names

• Traci Lynn Urban
• Traci Schath