Loren-Dean Alan Mims

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

• 01/2022 → Present
  Edward Jones
  St Louis, MO
• 09/2020 → 08/2021
  Global Dimensions Llc
  Fredericksbug, VA
• 01/2009 → 08/2020
  Us Navy
  Millington, TN
• 08/2021 → 01/2022
  Unemployed
  Fredericksbug, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-03-07