Ireen Morales, financial advisor Albertville MN
93 score

Ireen Morales

CRD Number: 5487405
Current Firm: Edward Jones

Ireen Morales (CRD# 5487405) is an Investment Advisor Representative working at Edward Jones in Albertville, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2010 - Current 6
Raymond James Financial Services, Inc. Elk River, MN May 2009 - Dec 2009 < 1
Waddell & Reed, Inc. Plymouth, MN Apr 2008 - May 2009 1
Edward Jones St Louis, MO Feb 2008 - Apr 2008 < 1
Homemaker Big Lake, MN Jan 2008 - Feb 2008 < 1
Medtronic Inc. Minneapolis, MN Apr 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Ireen Morales
Phone Number: 314-515-2000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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