Sara Valesano

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

• 07/2013 → Present
  Hennepin County Medical Center
  Minneapolis, MN
• 01/2018 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Hennepin County Medical Center Type of business: Hospital Minneapolis, MN Start date: 1/9/2015 Registered nurse Hours per week: 4 Hours during trading: 4 Remaining a casual nurse at HCMC; will work 8 hours every two weeks at a convenient time.

Exams

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

Designations

• Certified Financial Planner