Christina Ann Lipari
Investment adviser representative at Edward Jones
20 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
20 years in the industry.
- Edward JonesApr 2025 to now
- Empower Advisory Group LLCMay 2024 to Apr 2025
- Empower Financial Services IncMay 2024 to Apr 2025
- PNC Investments LLCFeb 2022 to Jun 2024
- Be Bright Wellness LLCJul 2017 to Mar 2023
- NikkenAug 2015 to Oct 2017
- JPMorgan Securities LLCDec 2013 to Feb 2023
- Saxton's Photography, LLCOct 2006 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
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
- 4763673
- Firm CRD
- 250