Caleb F Aldrich

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 → 01/2026
  Mirus Capital Advisors
  Burlington, MA
• 07/2021 → 09/2022
  The Seyon Group
  Boston, MA
• 08/2019 → 06/2021
  Aew Capital Management
  Boston, MA
• 06/2018 → 08/2019
  Perennial Capital Advisors
  Boston, MA
• 09/2014 → 05/2018
  Harvard University
  Cambridge, MA
• 03/2026 → Present
  Edward Jones
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2026-05-19
• S63 Uniform Securities Agent State Law Examination
  2023-04-18

Other Names

• Caleb Frederick Aldrich