Elizabeth HauptmanCRD Number: 6378022
Current Firm: Edward Jones
Elizabeth Hauptman (CRD# 6378022) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Jun 2015 - Current||2|
|Edward Jones||St Louis, MO||Aug 2014 - May 2015||< 1|
|Dillard's||Saint Peters, MO||Mar 2014 - Aug 2014||< 1|
|Unemployed||St Charles, MO||Jun 2013 - Mar 2014||< 1|
|The Classical Academy||Colorado Springs, CO||Aug 2011 - Jul 2013||1|
|High Country Christian Academy||Colorado Springs, CO||Aug 1997 - Aug 2011||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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