Colin Tracy, financial advisor Austin TX

Colin Tracy

CRD Number: 7089901
Current Firm: Edward Jones

Colin Tracy (CRD# 7089901) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 3 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Edward Jones St Louis, MO May 2019 - Current 3
Ridecentric Dallas, TX Dec 2018 - Apr 2019 < 1
Nektar Dallas, TX Nov 2018 - Nov 2018 < 1
Bold Sales Solutions Dallas, TX Apr 2018 - Oct 2018 < 1
Texas A&m University College Station, TX May 2017 - May 2018 1
Csl Plasma College Station, TX Dec 2017 - Mar 2018 < 1
Texas A&m University College Station, TX Aug 2013 - Dec 2017 4
Hot Shots Soccer College Station, TX Sep 2016 - Nov 2017 1
College Station Medical Center College Station, TX Aug 2017 - Sep 2017 < 1
The Harbor At Lakeway Austin, TX May 2016 - Jan 2017 < 1
4.0 And Go College Station, TX Jul 2014 - Dec 2015 1
Atami Steak And Sushi College Station, TX Jul 2015 - Aug 2015 < 1
Jimmy John's College Station, TX Dec 2014 - Jan 2015 < 1
Cho's Sushi Japanese Fusion Lakeway, TX May 2014 - Jan 2015 < 1
Target Austin, TX Mar 2013 - Jul 2013 < 1
Lake Travis High School Austin, TX May 2009 - May 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Colin J. Tracy
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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
  • Pension consulting services
  • 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, WY

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