Lauren Costello
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesSep 2018 to now
- JP Morgan Chase BankDec 2017 to Sep 2018
- JP Morgan Securities LLCDec 2017 to Sep 2018
- Investment Centers of AmericaOct 2017 to Nov 2017
- UnemployedFeb 2017 to Oct 2017
- Ef Legacy Securities, LLCApr 2016 to Feb 2017
- Edelman Financial Services LLCJan 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2252846
- Firm CRD
- 250