Orit Sapir Alon

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

• 11/2016 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 11/2016 → 08/2024
  Bank Of America, N.A.
  Blue Bell, PA
• 04/2014 → 11/2016
  Republic Bank
  Abington, PA
• 08/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2018-05-29 → 2024-08-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Blue Bell, PA
  Warrington, PA
  Philadelphia, PA
  Warrington, PA
  Warrington, PA
  Doylestown, PA
  Doylestown, PA
  Philadelphia, PA
  Lahaska, PA
  Philadelphia, PA
  Philadelphia, PA
  Warrington, PA

Other Businesses

"Rental Properties Type: Rental Properties Date: 09/01/15 Title: Joint owner Trad Hrs: 0 Tot Hrs: 1 Desc: My husband and I own a few rental properties City-State: Ambler PA" **** "Cedar Road Art LLC Type: BEAUTY PRODUCTS SALES ONLINE Date: 06/28/20 Title: Joint Owner Trad Hrs: 0 Tot Hrs: 1 Desc: owner of an online website for sales of beauty products imported from Israel. City-State: Ambler PA"

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Other Names

• Orit Sapir
• Orit Alon