Neil S Murman

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

• 01/2020 → 08/2021
  Pruco Securities Llc/Prudential
  White Plains, NY
• 08/2021 → 01/2022
  Wealthbridge Finanical Group / National Life Ins Co/Equity Serv
  Jericho, NY
• 02/2022 → 01/2023
  Allstate Insurance Co
  Brooklyn, NY
• 02/2023 → 10/2024
  Equitable Advisors, Llc.
  Woodbury, NY
• 10/2024 → 03/2025
  Cetera Investment Services Llc/Flushing Bank
  Uniondale, NY
• 08/2025 → Present
  Edward Jones
  St. Louis, MO
• 07/2009 → 11/2020
  Nsm & Associates
  Brooklyn, IA
• 04/2025 → 08/2025
  Unemployed
  Brooklyn, NY

Previous Registrations

• 2024-10-25 → 2025-03-25
  Cetera Investment Advisers Llc
  Uniondale, NY
  Brooklyn, NY
• 2023-01-31 → 2024-10-16
  Equitable Advisors, Llc
  Melville, NY
• 2023-01-01 → 2023-01-05
  Allstate Financial Advisors, Llc
  Brooklyn, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-31
• S63 Uniform Securities Agent State Law Examination
  2021-01-27

Other Names

• Neil S Murman
• Neil Stewart Murman
• Neil Murman