Lisa C Gardere

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

• 12/2021 → 08/2022
  Merrill Lynch
  Benicia, CA
• 12/2021 → 08/2022
  Bank Of America Na
  Benicia, CA
• 06/2020 → 12/2021
  Safeway
  Vallejo, CA
• 03/2019 → 03/2020
  Cost Rite Furniture
  Vallejo, CA
• 08/2015 → 04/2019
  Comfort Furniture
  Rancho Cordova, CA
• 06/2023 → 09/2024
  Cuso Financial Services Lp
  San Diego, CA
• 09/2022 → 05/2023
  Unemployed
  Vallejo, CA
• 10/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2023-06-14 → 2024-09-20
  Cuso Financial Services, L.P.
  Martinez, CA
  Martinez, CA
  San Diego, CA
  Martinez, CA
• 2022-06-22 → 2022-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Benicia, CA

Other Businesses

Twin Oaks Realty Type: Real Estate Date: 01/01/24 Title: Licensed Referral Agent Trad Hrs: 0 Tot Hrs: 0 Desc: I hold a Real Estate Sales Agent License in the State of California. I am listed as referral only agent with Twin Oaks Realty with the DRE. I have had no compensated transactions to date in this capacity. It is my primary goal to preserve my valid City-State: Benicia CA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-17

Other Names

• Lisa Christine Smith
• Lisa Christine Robinson
• Lisa C Robinson