Cassandra Whitmer, financial advisor Erie PA

Cassandra Whitmer

CRD Number: 7063824
Current Firm: Edward Jones

Cassandra Whitmer (CRD# 7063824) is an Investment Advisor Representative working at Edward Jones in Erie, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Christopher Allegretti, financial advisor Erie PA
Christopher P. Allegretti
CRD# 6679950
Hbks Wealth Advisors
Similar Advisors
Zachary Allegretti, financial advisor Erie PA
Zachary M. Allegretti
CRD# 6100972
Hbks Wealth Advisors
Similar Advisors
Jason Alward, financial advisor Erie PA
Jason C. Alward
CRD# 4843777
Hbks Wealth Advisors
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2019 - Current 4
Syneos Health Somerset, NJ Feb 2019 - Mar 2019 < 1
Unemployed Erie, PA Nov 2018 - Feb 2019 < 1
Center For Focused Care Erie, PA Sep 2018 - Nov 2018 < 1
Allergan (and Formerly Forest Pharmaceuticals) Madison, NJ Mar 2000 - Sep 2018 18
Premier Designs Jewelry Irving, TX Jun 2015 - Jun 2016 1
Game On Cuts Erie, PA Apr 2012 - Apr 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Cassandra L. Whitmer
Phone Number: 314-515-2000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.