Erin Newlin

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

• 02/2020 → 07/2025
  Merrill Lynch
  Stamford, CT
• 11/2012 → 06/2018
  New Canaan School System
  New Canaan, CT
• 06/2018 → 02/2020
  Homemaker
  New Canaan, CT
• 07/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-10-16 → 2025-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-14
• S65 Uniform Investment Adviser Law Examination
  1994-05-02
• S63 Uniform Securities Agent State Law Examination
  1993-03-26

Other Names

• Erin Lewis Newlin
• Erin Tonry Lewis
• Erin Tonry Newlin