Adam Klippenstein

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

• 03/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Army National Guard Type of business: Department of Defense Helena, MT Start date: 11/24/2014 Staff Sergeant Hours per week: 4 Hours during trading: 1 Most of my duty comes on the weekends. I will however have an obligation of 3-6 weeks a year of fulfilling my drill duty and possible calls to active duty for deployment.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09

Other Names

• Adam Klippenstein