Andrew James Minehart

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

• 12/1998 → Present
  Edward D. Jones & Co., L.P.
  South Elgin, IL

Other Businesses

Minehart Enterprises LLC Type of business: Rental Property Elgin, IL Start date: 8/5/2015 President Hours per week: 0 Hours during trading: 0 Property Management Edward Jones Type of business: Rental Property Elgin, IL Start date: 6/8/2015 Financial Advisor Hours per week: 1 Hours during trading: 0 Desc: I own my office condo, so the gross comp shown is the rental income Jones pays me for my space.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-17
• S63 Uniform Securities Agent State Law Examination
  1999-03-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant