Levi Fetterhoff

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

• 12/2016 → 05/2017
  Janus Capital Management
  Denver, CO
• 08/2014 → 12/2016
  Suehiro
  Fort Collins, CO
• 05/2017 → 06/2021
  Transamerica Investors Securities Corporation
  Denver, CO
• 03/2022 → 03/2024
  Mma Securities
  San Diego, CA
• 04/2024 → Present
  Edward Jones
  St Louis, MO
• 07/2021 → 03/2022
  Maui Classic Charters
  Kihei, HI

Previous Registrations

• 2022-08-01 → 2024-03-15
  Mma Securities Llc
  San Diego, CA
  New Castle, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-01
• S63 Uniform Securities Agent State Law Examination
  2018-06-15

Other Names

• Levi Hans Fetterhoff