Chelsea HenriodCRD 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.
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
Virtue Capital Management, LLC
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- Pension consulting services
- 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, WY
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