Nicole Anne Helm
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Edward JonesOct 2023 to now
- Taylorville RentalsSep 2023 to Sep 2023
- The Creator's KidsJul 2023 to Sep 2023
- Wipe WearJul 2023 to Sep 2023
- H & N PropertiesFeb 2022 to Sep 2023
- At the HelmOct 2017 to Oct 2023
- Hobby LobbySep 2017 to Sep 2018
- State FarmAug 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5806385
- Firm CRD
- 250