Jordan T Root

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

• 04/2018 → Present
  Edward Jones
  St Louis, MO
• 03/2017 → 04/2018
  Coeur D'ALene Resorts- Beverly's
  Coeur D'ALene, ID
• 06/2013 → 03/2017
  Vail Chophouse
  Vail, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-11-12

Other Names

• Jordan Thomas Root