About this Advisor
Claudia Aulik is an investment advisor whose office is in Saint Louis, Missouri. Currently a registered advisor at Edward Jones, they have accumulated 13 years of professional experience as a financial advisor. Aulik holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Aulik can operate in Missouri. Aulik has worked their whole career at Edward Jones. Edward Jones is based out of Saint Louis, Missouri, and has 14,439 other offices in the country. As a company, Edward Jones manages $423 billion in assets dispersed across 3,336,586 client accounts and employs 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 United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones provides 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
Years of Experience
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Edward Jones Brokerage Details
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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
Claudia Aulik Work History
Claudia has 13 years of experience.
Claudia Aulik has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones