Lincoln Folsom Scaife

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

• 09/2013 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Scaife North Limestone LLC Type of business: Rental Lexington, KY Start date: 9/10/2019 Member Hours per week: 0 Hours during trading: 0 Desc: This LLC holds the office building. Gulf Coast Community Foundation Gulfport, MS Start date: 11/17/2023 Board of Directors Member Hours per week: 0 Hours during trading: 0 Oversee the operations of the foundations and provide insights to the director. Sit on the investments committee of the foundation. Wilkins Creek LLC Type of business: Vacation Property Management Callao, VA Start date: 6/24/2025 Member Hours per week: 0 Hours during trading: 0 Desc: This is an LLC that has been set up by my extended family for better liability protection around a family vacation home. I am a member but don't have management duties.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-08

Designations

• Certified Financial Planner