Andrew Phelan, financial advisor Poplar Bluff MO
90 score

Andrew Phelan

CRD Number: 6019465
Current Firm: Edward Jones

Andrew Phelan (CRD# 6019465) is an Investment Advisor Representative working at Edward Jones in Poplar Bluff, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2013 - Current 3
Edward Jones St Louis, MO Feb 2012 - Aug 2013 1
Unemployed Oxford, MS Aug 2008 - Feb 2012 3
Queen Bean (drive-thru Coffe Shop St Louis, MO Jan 2008 - Aug 2008 < 1
St Mary's University San Antonio, TX Aug 2007 - Dec 2007 < 1
Unemployed St Louis, MO Aug 2006 - Aug 2007 1
Water Way Car Wash St Louis, MO Jun 2006 - Aug 2006 < 1
Interchem Properties St Louis, MO May 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Andrew J. Phelan
Phone Number: 314-515-2000
Registered State(s):
  • MO
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
90
Clean Record
This advisor has a clean track record with regulators.

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