Sergio Abarca Fuente, financial advisor Washington DC

Sergio Abarca Fuente

CRD Number: 7032841
Current Firm: Edward Jones

Sergio Abarca Fuente (CRD# 7032841) is an Investment Advisor Representative working at Edward Jones in Washington, DC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2018 - Current 2
Information Management Systems Group Rockville, MD Jul 2015 - Oct 2018 3
National Academy Of Sciences Washington, DC Sep 2011 - Jun 2015 3
University Of California, Los Angeles Los Angeles, CA Nov 2008 - Aug 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Sergio F. Abarca Fuente
Phone Number: 314-515-2000
Registered State(s):
  • DC
  • TX
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
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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