Ashley Marie Rios

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

• 05/2023 → Present
  Edward Jones
  St Louis, MO
• 09/2018 → 05/2023
  Fairway Independent Mortgage
  Oregon City, OR
• 07/2017 → 09/2018
  Prime Lending
  Lake Oswego, OR
• 09/2016 → 06/2017
  Caliber Home Loans
  Clackamas, OR
• 07/2014 → 09/2016
  The Ram
  Clackamas, OR

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02

Other Names

• Ashley Marie Carvelli