Adam Kenneth Skitol

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

• 04/2014 → 03/2021
  Bankers Life
  Chantilly, VA
• 08/2016 → 05/2021
  Bankers Life Securities Inc
  Chantilly, VA
• 05/2020 → 05/2021
  Trimmer Associates
  Mesa, AZ
• 05/2021 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2016-12-05 → 2021-05-05
  Bankers Life Advisory Services, Inc.
  Chantilly, VA
  Chicago, IL

Other Businesses

Trimmer Associates, Inc Type: Property Inspections Date: 06/01/20 Title: Inspector Trad Hrs: 0 Tot Hrs: 2 Desc: I help with property inspections very infrequently but it has to go on my U4 because I am an independent contractor for them. I only do inspections early in the morning at 7:00 am before trading hours so it never interferes with my work as an FA and City-State: Mesa AZ * "BNI, Inc Type: Date: 02/01/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Passive de minimis income from BNI City-State: Charlotte NC"

Exams

• S66 Uniform Combined State Law Examination
  2016-12-05

Designations

• Certified Financial Planner

Other Names

• Adam Skitol