Ursmar Asimegbe (CRD# 7688095) is an Investment Advisor Representative working at Edward Jones in Sugar Grove, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Mar 2024 - Current | < 1 |
| Citi Bank | O'fallon, MO | Aug 2023 - Mar 2024 | < 1 |
| J.p. Morgan Securities LLC | Elgin, IL | Jan 2023 - Aug 2023 | < 1 |
| Unemployed | Naperville, IL | Aug 2022 - Dec 2022 | < 1 |
| Lakeshore Recycling Systems | Rosemont, IL | Jun 2022 - Jul 2022 | < 1 |
| Northern Illinois University | Dekalb, IL | Sep 2021 - May 2022 | < 1 |
| Access Bank Plc | Abuja, | Jul 2015 - Sep 2021 | 6 |
| First City Monument Bank | Abuja, | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- IL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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