Ramona Ivy, financial advisor Marina Del Rey CA

Ramona Ivy

CRD Number: 7083803
Current Firm: Edward Jones

Ramona Ivy (CRD# 7083803) is an Investment Advisor Representative working at Edward Jones in Marina Del Rey, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2019 - Current 5
Unemployed Playa Vista, CA Nov 2018 - Mar 2019 < 1
State Farm Insurance Culver City, CA Feb 2008 - Oct 2018 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Ramona Ivy
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
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

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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