Joshua PerelloCRD Number: 6025922
Current Firm: Edward Jones
Joshua Perello (CRD# 6025922) is an Investment Advisor Representative working at Edward Jones in Breaux Bridge, LA and has over 5 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Edward Jones||St. Louis, MO||Feb 2012 - Current||5|
|Himel Motor Supply||New Iberia, LA||Nov 2009 - Feb 2012||2|
|Aflac||Columbus, GA||Mar 2009 - Nov 2009||< 1|
|Homebank||Lafayette, LA||May 2007 - Mar 2009||1|
|Iberiabank||Lafayette, LA||Mar 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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