Drake Michael Tomesh

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

• 02/2023 → Present
  Edward Jones
  St Louis, MO
• 03/2011 → 02/2023
  Citizens Community Federal Na
  Altoona, WI

Other Businesses

Sams Other Farm LLC Type of business: Family Land Holding LLC Altoona, WI Start date: 10/7/2025 Member Hours per week: 1 Hours during trading: 0 This is an LLC created for family land

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01

Other Names

• Drake Tomesh