Sarah Weems (CRD# 6687365) is an Investment Advisor Representative working at Edward Jones in Lusby, MD and has over 2 years of experience in the finance industry.
CRD# 6365298
Edward Jones
CRD# 4020489
Innovative Wealth Building LLC
CRD# 6900718
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2022 - Current | 2 |
| Loving Care Senior Services | Lusby, MD | Oct 2019 - Apr 2022 | 2 |
| Jpmorgan Chase Bank, N.a. | Prince Frederick, MD | Mar 2021 - Feb 2022 | < 1 |
| Edward Jones | Lusby, MD | Mar 2017 - Mar 2021 | 4 |
| Carrie Polk Insurance & Investments Inc. | Prince Frederick, MD | Feb 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- MD
-
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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