Garrett John Acosta

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

• 08/2023 → Present
  Edward Jones
  St Louis, MO
• 01/2015 → 08/2023
  Alliance Flooring Services, Inc.
  Kent, WA

Other Businesses

Evolve Type of business: Rental (AirBnB) Sultan, WA Start date: 1/1/2024 Partner/unpaid Hours per week: 2 Hours during trading: 0 Cleaning, transactions and management of property go through Evolve. Removal of garbage, yard work, and simple maintenance on weekends, if needed.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-16