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Christopher R Ruiz

Investment adviser representative at Edward Jones
15 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

15 years in the industry.

  1. Edward JonesFeb 2025 to now
  2. Self-employedMay 2024 to now
  3. JP Morgan Securities LLCFeb 2024 to May 2024
  4. JPMorgan Chase Bank NAFeb 2024 to May 2024
  5. UnemployedJun 2023 to Jan 2024
  6. Morgan StanleyOct 2022 to May 2023
  7. Advisor GroupNov 2021 to Oct 2022
  8. Merrill LynchSep 2020 to Oct 2021
  9. Wells Fargo Bank NAApr 2019 to Sep 2020
  10. Answer FinancialNov 2018 to Feb 2019
  11. Edward JonesMay 2011 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
5481112
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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