Toby John Prestegaard
Investment adviser representative at Edward Jones
14 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
14 years in the industry.
- Edward JonesDec 2025 to now
- PNC Investments LLCApr 2024 to Dec 2025
- Robert W BairdApr 2022 to Apr 2024
- Raymond James Financial Services Advisors IncMar 2021 to Apr 2022
- Raymond James Financial Services IncJan 2021 to Mar 2021
- Midland Financial Advisors IncNov 2017 to Apr 2022
- Northwestern Mutual Wealth Management CompanyDec 2016 to Nov 2017
- Spaeth BarrettNov 2016 to Nov 2017
- Northwestern MutualSep 2012 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, WI).
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
- 2959179
- Firm CRD
- 250