Scott Freeze

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

• 01/2023 → Present
  Edward Jones
  St Louis, MO
• 06/2022 → 12/2022
  Sun Life Financial (Dentaquest)
  Milwaukee, WI
• 04/2018 → 02/2022
  Springfour
  Chicago, IL
• 05/2014 → 04/2018
  Kohl's Department Stores
  Menomonee Falls, WI
• 03/2022 → 05/2022
  Unemployed
  Milwaukee, WI

Other Businesses

MortgageKeeper Referral Services Type of business: S-Corp Chicago, IL Start date: 12/1/2008 Shareholder Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2023-03-08

Other Names

• Scott Michael Freeze