Tracy Crowley

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

• 01/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Growing Back to Work Type of business: Book Sale Redmond, WA Start date: 11/29/2022 Author Hours per week: 1 Hours during trading: 1 Book sales * Podcast Redmodn, WA Start date: 10/1/2022 Host Hours per week: 1 Hours during trading: 1 Desc: I have started a podcast which is interviews with my friends recording their life stories. * Caislean Holdings LLC Type of business: LLC owns rental property Redmond, WA Start date: 8/27/2023 Member Hours per week: 1 Hours during trading: 1 Rental property

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14

Designations

• Certified Financial Planner

Other Names

• Tracy Lynn Taylor