Eric Estelle
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Edward JonesMay 2024 to now
- Stifel Independent AdvisorsMay 2022 to May 2024
- Stifel, Nicolaus & Company, IncorporatedMay 2022 to May 2024
- Larson Financial GroupMay 2022 to May 2022
- UnemployedDec 2021 to May 2022
- Benjamin F. EdwardsJun 2021 to Dec 2021
- Stifel Nicolaus & Co IncJan 2013 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5954827
- Firm CRD
- 250