Austin Schweitzer

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

• 04/2018 → Present
  Edward Jones
  St Louis, MO
• 06/2014 → 05/2017
  The Builder Development
  Fishkill, NY
• 06/2017 → 08/2017
  Foresters Financials
  Albany, NY
• 09/2017 → 04/2018
  Unemployed
  Fishkill, NY

Other Businesses

Adam & Shelly McDougal Type of business: Real Estate Development Bentonville, AR Start date: 5/21/2018 partner Hours per week: 3 Hours during trading: 0 We have partnered with DP Development and Tri-Par Inc to develop a small subdivision (9 homes).**** CASA LEGACY LLC Type of business: REAL ESTATE LLC Forked River, NJ Start date: 1/1/2023 Member Hours per week: 0 Hours during trading: 0 joint Members of Casa Legacy LLC. No business transactions are done, but it holds our real estate property that we own together under the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-31

Other Names

• Austin Robert Schweitzer