Jesse Andrew Mason

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

• 08/2008 → 03/2023
  S. Josephs & Sons
  West Des Moines, IA
• 03/2023 → 11/2023
  Edward Jones
  St Louis, MO
• 11/2023 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Teresa's Tots Type: In-home daycare Date: 08/01/17 Title: Part Owner Trad Hrs: 0 Tot Hrs: 0 Desc: My wife runs a daycare out of our house. We are both owners of the business. City-State: Pleasantville IA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09