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Andrew W Irwin

Investment adviser representative at Edward Jones
23 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

23 years in the industry.

  1. Edward JonesMay 2026 to now
  2. UnemployedNov 2021 to May 2026
  3. Edward JonesSep 2021 to Oct 2021
  4. UnemployedJan 2021 to Jul 2021
  5. TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2020
  6. TD AmeritradeDec 2017 to Dec 2020
  7. Scottrade, Inc.Jul 2003 to Feb 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
4638290
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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