Jacquelyn SchmidtCRD Number: 5445142
Current Firm: Edward Jones
Jacquelyn Schmidt (CRD# 5445142) is an Investment Advisor Representative working at Edward Jones in Edwardsville, IL and has over 10 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Edward Jones||St. Louis, MO||Jan 2013 - Current||5|
|Raymond James Financial Services||Edwardsville, IL||Nov 2011 - Jan 2013||1|
|Raymond James Financial Services Advisors Inc.||Edwardsville, IL||Nov 2011 - Jan 2013||1|
|The Bank Of Edwardsville||Edwardsville, IL||May 1991 - Jan 2013||21|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Nov 2007 - Nov 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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, WY