Ches Helmick CFP®, financial advisor Independence VA

Ches Helmick CFP®

CRD Number: 5819468
Current Firm: Edward Jones
Compensation Model: Both
Ches Helmick (CRD# 5819468) is an Investment Advisor Representative working at Edward Jones in Galax, VA and has over 7 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Ches R. Helmick CFP®
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

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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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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