Liset Vazquez Acosta
Investment adviser representative at Edward Jones
20 yearsExperience
1 stateRegistered 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 JonesFeb 2023 to now
- Northwestern Mutual Life Insurance CompanySep 2021 to Feb 2023
- Lv Energy HealingMay 2021 to Jan 2023
- Principal Securities IncJun 2018 to May 2021
- Principal Life Insurance CompanyMar 2018 to May 2021
- Robert W. Baird & Co.Sep 2006 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 5224170
- Firm CRD
- 250