Adam Pina

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

• 03/2015 → 06/2021
  Wells Fargo Bank, Na
  Tucson, AZ
• 02/2017 → 06/2021
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 06/2021 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-12-01 → 2021-06-15
  Wells Fargo Clearing Services, Llc
  Marana, AZ
  Tucson, AZ
  Tucson, AZ

Other Businesses

Gladden Farms Home Owners Association Type: Date: 10/01/22 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Voting on several matter for the HOA. Such as landscaping, repair, parks and recreation and certain financial decisions with funds at outside firms. City-State: Tucson AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-12-01
• S63 Uniform Securities Agent State Law Examination
  2017-05-11

Other Names

• Adam Pina
• Adam Charles Pina