Laura L Levesque
Investment adviser representative at Edward Jones
11 yearsExperience
3 statesRegistered in
CFADesignation
$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
11 years in the industry.
- Edward JonesApr 2025 to now
- UnemployedDec 2024 to Mar 2025
- Cerulli AssociatesNov 2018 to Dec 2024
- Manning PersonnelAug 2017 to Nov 2018
- UnemployedJan 2017 to Aug 2017
- Columbia Management Investment Distributors IncSep 2015 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, MO, 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
- 5790705
- Firm CRD
- 250