Maxwell Faile

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

• 09/2023 → Present
  Edward Jones
  St Louis, MO
• 02/2018 → 09/2018
  Lowe's
  Columbia, SC
• 10/2018 → 06/2023
  Founders Federal Credit Union
  Columbia, SC
• 07/2017 → 12/2018
  Reserve National Insurance
  Columbia, SC
• 04/2014 → 07/2017
  Edward Jones
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2023-11-11

Other Names

• Maxwell Dean Faile