Samuel John Waldvogel

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

• 05/2020 → Present
  Edward Jones
  St. Louis, MO
• 10/2016 → 10/2017
  Young Americans For Liberty
  Columbus, OH
• 05/2017 → 08/2017
  Hillsdale College
  Hillsdale, MI
• 08/2016 → 10/2016
  Unemployed
  Columbus, OH
• 05/2018 → 08/2018
  Hillsdale Brewing Company
  Hillsdale, MI
• 10/2018 → 04/2019
  Lyft
  Columbus, OH
• 11/2017 → 05/2020
  Edward Jones
  St. Louis, MO
• 08/2019 → 10/2019
  Capital University
  Columbus, OH

Other Businesses

"Hospice of Hillsdale County Type: Date: 10/30/23 Title: Finance Committee Member Trad Hrs: 0 Tot Hrs: 0 Desc: As an extension to my position as a member of the Board of Trustees for the Hospice of Hillsdale County, I was appointment to their finance committee to assist in voting on matter pertaining to the organization's budget and use of endowment funds. City-State: Hillsdale MI" "Hospice of Hillsdale County Type: Date: 06/26/23 Title: Board of Trustees Trad Hrs: 0 Tot Hrs: 0 To meet with other members of the board once a month to discuss and oversee the general operations of the hospice of Hillsdale County, and to vote on issues such as organization leadership, organization direction, grants and spending. City-State: Hillsdale MI" "Activity: Economic Development Corporation Type: Date: 09/07/21 Title: EDC Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Working with the other members of the Economic Development Corporation to provide certain programs to alleviate and prevent conditions of unemployment, to assist and retain local industries and commercial enterprises, and to strengthen and revitalize City-State: Hillsdale MI"

Exams

• S66 Uniform Combined State Law Examination
  2020-07-21

Designations

• Chartered Financial Consultant