Christie
Sheridan

Edward Jones

CRD#5230269
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christie Sheridan is a financial advisor in Saint Louis, Missouri. Currently an investment advisor at Edward Jones, they have accumulated 14 years of practice in the financial advisory industry. Sheridan maintains Series 63 and Series 66 licenses, designating the advisor as a securities representative. Sheridan can operate based out of Arizona and Texas. Their career trajectory has included roles at Fidelity Brokerage Services, Homemaker and Edward Jones. Edward Jones is based out of Saint Louis, Missouri, and has 14,439 additional brick-and-mortar locations in the country. As a registered advisory firm, Edward Jones oversees $423 billion in assets across 3,336,586 accounts and retains more than 25,919 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

14 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

No

Office Location

1245 Jj Kelley Memorial Drive
Saint Louis, MO 63131

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

MO Average: 458
Total Number of Accounts

3,336,586

MO Average: 33,415
Average Account Size

$126,847

MO 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

Christie Sheridan Work History

Christie has 14 years of experience.

2015 - Present (6 years)

Edward Jones

2014 - 2015 (1 year)

Homemaker

2006 - 2014 (8 years)

Fidelity Brokerage Services

Disclosures

Christie Sheridan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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