Sarah P Black
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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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
12 years in the industry.
- Edward JonesOct 2025 to now
- Spring Street Solutions, LLCApr 2020 to now
- Lion Street FinancialOct 2020 to May 2025
- Axiom Financial Strategies Group LLCOct 2019 to Apr 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2020
- Wells Fargo Advisors LLCAug 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 5617198
- Firm CRD
- 250