Karlo R Colak

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

• 05/2026 → Present
  Edward Jones
  St. Louis , MO
• 05/2025 → 08/2025
  Metropolitan Capital Bank
  Chicago, IL
• 05/2016 → 06/2018
  Central School
  Glencoe, IL
• 08/2018 → 05/2022
  New Trier High School
  Winnetka, IL
• 08/2022 → 05/2026
  Illinois Wesleyan University
  Bloomington, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30