Edward David Phelan

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

• 06/2023 → Present
  Edward Jones
  St Louis, MO
• 06/2016 → 01/2021
  Archdiocese Of St Louis
  St Louis, MO
• 05/2021 → 08/2021
  Integrated Payroll Services
  St Louis, MO
• 08/2019 → 05/2023
  University Of Dayton
  Dayton, OH

Other Businesses

Chaminade College Preparatory School Type: Date: 01/01/25 Title: Member of Alumni Board Trad Hrs: 0 Tot Hrs: 0 Desc: Help with fundraising and involvement events. No access to bank accounts/ involvement with money at this time. City-State: Saint Louis MO

Exams

• S66 Uniform Combined State Law Examination
  2023-12-13

Other Names

• Edward David Phelan
• Edward David Phelan