Lillian J Kowasz

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

• 10/2022 → Present
  Edward Jones
  St Louis, MO
• 04/2022 → 08/2022
  Fisher Investments
  Tampa, FL
• 09/2016 → 06/2017
  Wyoming County Youth Bureau
  Warsaw, NY
• 12/2017 → 01/2018
  Silver Lake Dental
  Perry, NY
• 10/2018 → 03/2020
  University Of Tampa
  Tampa, FL
• 04/2020 → 05/2021
  Home Depot
  Batavia, NY
• 06/2020 → 04/2022
  Navient New Jersey Department Of Labor Project
  Perry, NY
• 08/2017 → 05/2021
  University Of Tampa
  Tampa, FL
• 03/2015 → 09/2016
  Unemployed
  Perry, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-12-27

Other Names

• Lily Kowasz
• Lillian Jade Kowasz