Scott Alford

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

• 12/2014 → 02/2017
  Nylife Securities Llc
  Bethesda, MD
• 07/2014 → 02/2017
  New York Life Insurance
  Bethesda, MD
• 06/2017 → 07/2022
  Prudential Insurance Co Of America
  Crofton, MD
• 06/2017 → 07/2022
  Pruco Securities Llc
  Crofton, MD
• 02/2017 → 06/2017
  Vertical Investment Partners Llc
  Edgewater, MD
• 07/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2017-09-19 → 2022-07-22
  Pruco Securities, Llc.
  North Bethesda, MD
  Crofton, MD
  North Bethesda, MD
  Pikesville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-08
• S63 Uniform Securities Agent State Law Examination
  2015-05-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Scott J Alford
• Scott Alford
• Scott John Alford