Allison Fietsch

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

• 09/2022 → Present
  Edward Jones
  St Louis, MO
• 12/2017 → 09/2022
  Edward Jones
  Louisville, KY
• 03/2019 → 09/2019
  Murray State University
  Murray, KY
• 08/2017 → 12/2017
  Unemployed
  Louisville, KY
• 02/2017 → 08/2017
  Coldstone Creamery
  Louisville, KY
• 09/2016 → 02/2017
  Unemployed
  Louisville, KY
• 05/2016 → 09/2016
  Massage Envy
  Louisville, KY

Other Businesses

BNI La Grange, KY Start date: 9/23/2024 Vice President Hours per week: 0 Hours during trading: 0 Maintain weekly report; Takes attendance; Chairs the membership committee; Holds members accountable; Ensures application process for new members runs smoothly

Exams

• S66 Uniform Combined State Law Examination
  2022-12-27

Other Names

• Allison Anne Fietsch