Chad E Plontz

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

• 01/2018 → Present
  Edward Jones
  St Louis, MO
• 07/2017 → 01/2018
  Steve Rogers Ford
  Waterville, OH
• 03/2009 → 07/2017
  Dave White Acura
  Sylvania, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-03-16

Designations

• Chartered Financial Consultant

Other Names

• Chad Everett Plontz