Colby PortellCRD Number: 5441858
Current Firm: Edward Jones
Colby Portell (CRD# 5441858) is an Investment Advisor Representative working at Edward Jones in Fenton, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St. Louis, MO||Oct 2010 - Current||7|
|Unemployed||St. Louis, MO||Jul 2010 - Oct 2010||< 1|
|Bureau Van Dijk||Chicago, IL||Feb 2009 - Jul 2010||1|
|Aig Sunamerica||Woodland Hills, CA||Oct 2007 - Jan 2009||1|
|Aig Sunamerica Capital Services, Inc.||Woodland Hills, CA||Oct 2007 - Jan 2009||1|
|Unemployed||St. Louis, MO||May 2007 - Oct 2007||< 1|
|Westre Investments||St. Louis, MO||Jul 2002 - Sep 2007||5|
|Cjp Properties||St. Louis, MO||Dec 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
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