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)