Carlee Rose (CRD# 7114925) is an Investment Advisor Representative working at Edward Jones in Abingdon, VA and has over 3 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 4342165
Edward Jones
CRD# 2291001
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2020 - Current | 4 |
| Cootie Brown's | Johnson City, TN | Jul 2018 - Dec 2019 | 1 |
| Edward Jones | St. Louis, MO | Jun 2019 - Aug 2019 | < 1 |
| Upper East Tennessee Human Development Agency | Kingsport, TN | May 2018 - Aug 2018 | < 1 |
| East Tennessee State University | Johnson City, TN | May 2016 - May 2018 | 2 |
| Liberty Tax | Johnson City, TN | Jan 2017 - Apr 2017 | < 1 |
| Dick's Sporting Goods | Johnson City, TN | Jun 2016 - Aug 2016 | < 1 |
| Full Time Student | Johnson City, TN | Oct 2015 - Apr 2016 | < 1 |
| Knoxville Zoo | Knoxville, TN | Aug 2014 - Jul 2015 | < 1 |
| Full Time School | Powell, TN | Jan 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- VA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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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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