Chelsea Henriod, financial advisor Thousand Oaks CA

Chelsea Henriod

CRD Number: 7063706
Current Firm: Edward Jones

Chelsea Henriod (CRD# 7063706) is an Investment Advisor Representative working at Edward Jones in Thousand Oaks, CA 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 Feb 2019 - Current 3
Sherwood Country Club Thousand Oaks, CA Jan 2014 - Dec 2018 4
College Of The Canyons Santa Clarita, CA Aug 2018 - Nov 2018 < 1
Spanish Hills Country Club Camarillo, CA Sep 2013 - Jan 2014 < 1
Camarillo Springs Golf Course Camarillo, CA Jun 2011 - Jan 2014 2
Sterling Hills Golf Club Camarillo, CA Feb 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Chelsea L. Henriod
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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
  • 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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