Samantha Schreiber-Reed (CRD# 7201269) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 2 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2021 - Current | 2 |
| Edward Jones | Longmount, CO | Nov 2020 - Jun 2021 | < 1 |
| Providence Health And Services | Portland, OR | Dec 2019 - Nov 2020 | < 1 |
| Edward Jones | Newberg, OR | Nov 2019 - Jan 2020 | < 1 |
| Target | Sherwood, OR | Sep 2017 - Dec 2019 | 2 |
| George Fox University | Newberg, OR | Aug 2014 - Dec 2017 | 3 |
| La Bastide Bed & Breakfast | Dundee, OR | May 2016 - Aug 2017 | 1 |
| Student | Newberg, OR | Sep 2015 - Jul 2016 | < 1 |
| Sprouts Farmers Market | Longmont, CO | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CO
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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