Jarrett Lidell, financial advisor Houston TX
84 score

Jarrett Lidell

CRD Number: 5278234
Current Firm: Edward Jones

Jarrett Lidell (CRD# 5278234) is an Investment Advisor Representative working at Edward Jones in Houston, TX and has over 9 years of experience in the finance industry. Jarrett Lidell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2015 - Current 1
Fidelity Investments Houston, TX Feb 2008 - Feb 2015 7
Jp Morgan Chase Na Dallas, TX Jul 2007 - Feb 2008 < 1
Chase Investment Services Dallas, TX Jul 2007 - Feb 2008 < 1
Unemployed Arlington, TX Jun 2007 - Jun 2007 < 1
Edward Jones St. Louis, MO Jan 2007 - May 2007 < 1
Texas Tech University Lubbock, TX Aug 2002 - Dec 2006 4
State Farm Insurance Hurst, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Jun 2008
Disclosure Information

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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jarrett B. Lidell
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
84

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