Joel
Carignan

Edward Jones

CRD#5631081
Investment Advisor
in Stockton, CA

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About this Advisor

Joel Carignan is an investment advisor located in Stockton, California. Currently a registered investment advisor with Edward Jones, they have accumulated nine years of work experience. Carignan has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Carignan can act as an advisor based out of California. Carignan has worked their whole career at Edward Jones. Edward Jones is based out of Stockton, California, and operates out of 12,884 offices throughout the nation. Overall, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

3031 W March Lane Suite 116
Stockton, CA 95219

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

CA Average: $11,469,110,461
Total Number of Employees

23,408

CA Average: 458
Total Number of Accounts

3,047,151

CA Average: 33,415
Average Account Size

$107,966

CA Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joel Carignan Work History

Joel has 9 years of experience.

2009 - Present (11 years)

Edward Jones

Disclosures

Joel Carignan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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