Sara FitzpatrickCRD Number: 5281790
Current Firm: Edward Jones
Sara Fitzpatrick (CRD# 5281790) is an Investment Advisor Representative working at Edward Jones in Saint Peters, MO and has over 6 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Sep 2010 - Current||6|
|Edward Jones||St. Louis, MO||Jan 2007 - Sep 2010||3|
|Mimi's Cafe||Chesterfield, MO||Sep 2006 - Jan 2007||< 1|
|Growing Family First Foto||St. Charles, MO||Nov 2002 - Aug 2006||3|
|Francis Howell Central/st. Charles College/lindenwood University||St. Charles, MO||Aug 1999 - Aug 2006||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
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