Lili Oy-Ling Engelhardt

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

• 09/2022 → Present
  Edward Jones
  St Louis, MO
• 07/2013 → 09/2022
  Sky Leap Llc
  Chapel Hill, NC

Other Businesses

Sky Leap LLC Type of business: manufacturing Chapel Hill, NC Start date: 10/12/2013 partner Hours per week: 0 Hours during trading: 0 Desc: i have no responsibilities at this company. It is a small business in which I have ownership but I have stepped down from day-to-day management." Engelhardt Ventures Type of business: holding for real estate Chapel Hill, NC Start date: 9/11/2011 partner Hours per week: 0 Hours during trading: 0 Desc: Holding company created for real estate investment. It holds a single property, a home that is rented to a family member. Business runs at a loss, due to improvements and required maintenance. City-State: Chapel Hill NC"

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07