Luis Eduardo Beltran
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Luis Eduardo Beltran? Claim your profile
Contact this firm
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
13 years in the industry.
- Edward JonesOct 2025 to now
- Bank of America, N.A.Jun 2024 to Oct 2025
- Merrill LynchMay 2024 to Oct 2025
- J.P. Morgan Securities LLCMay 2021 to May 2024
- JPMorgan Chase Bank, N.A.May 2021 to May 2024
- UnemployedOct 2019 to May 2021
- J.P. Morgan Securities LLCMar 2013 to Oct 2019
- JPMorgan Chase Bank, N.A.Mar 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5662752
- Firm CRD
- 250