Paul Chisholm
Investment adviser representative at Edward Jones
16 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
16 years in the industry.
- Edward JonesAug 2019 to now
- UnemployedNov 2018 to Jul 2019
- AXA Advisors LLCOct 2018 to Oct 2018
- UnemployedJul 2018 to Sep 2018
- Bank of America NAOct 2017 to Jun 2018
- Merrill Lynch Pierce Fenner & Smith IncOct 2017 to Jun 2018
- Wells Fargo Clearing Services LLCFeb 2017 to Oct 2017
- Bb&t InvestmentsSep 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 2968918
- Firm CRD
- 250