Chad Eric Zagel

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

• 04/2006 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Jewish Federation of Grand Rapids Grand Rapids, MI Start date: 11/12/2009 Board Vice Chair Hours per week: 0 Hours during trading: 0 Input on direction of organization

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  2006-06-08

Designations

• Certified Financial Planner

Other Names

• Chad Zagel