Adam SloanCRD Number: 7063722
Current Firm: Edward Jones
Adam Sloan (CRD# 7063722) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 3 years of experience in the finance industry.
Ae Wealth Management, LLC
Northwestern Mutual Investment Services,llc
|Edward Jones||St Louis, MO||Feb 2019 - Current||3|
|Bmw||Greer, SC||Apr 2011 - Feb 2019||7|
|Mau||Greer, SC||Apr 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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
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