Isaac John Valley

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

• 05/2018 → Present
  Edward Jones
  St Louis, MO
• 06/2017 → 05/2018
  The Scion Group: The Woodlands Of W. Tennessee
  Tallahassee, FL
• 01/2017 → 05/2017
  Florida State University Reservation
  Tallahassee, FL
• 01/2016 → 11/2016
  Chili's Bar And Grill
  Tallahassee, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-07-20

Designations

• Certified Financial Planner