Sarah Anne Donnelly

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

• 06/2017 → 11/2018
  Edward Jones
  St Louis, MO
• 04/2017 → 06/2017
  Unemployed
  Hutto, TX
• 02/2017 → 04/2017
  Keystaff Inc
  Austin, TX
• 12/2016 → 02/2017
  Unemployed
  Hutto, TX
• 08/2013 → 11/2016
  At&T
  Cedar Park, TX
• 11/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2019-03-27 → 2019-08-20
  Edward Jones
  Hutto, TX
  St Louis, MO
  Hutto, TX
  Round Rock, TX
  Round Rock, TX

Other Businesses

"My Little Heart Organic Bakery Type of business: Bakery Florence, TX Start date: 1/1/2016 Co-Owner Hours per week: 0 Hours during trading: 0 Business is in hiatus

Exams

• S66 Uniform Combined State Law Examination
  2022-09-02

Other Names

• Sarah Anne Cantu