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Jesse Lukas Perrault

Investment adviser representative at Edward Jones
7 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

7 years in the industry.

  1. Edward JonesApr 2022 to now
  2. Franklin Distributors LLCFeb 2022 to Feb 2022
  3. UnemployedOct 2020 to Feb 2022
  4. Clearbridge InvestmentsMar 2017 to Oct 2020
  5. Legg Mason & Co LLCMar 2017 to Oct 2020
  6. Legg Mason Investor Services LLCMar 2017 to Oct 2020
  7. Edward JonesJul 2015 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
6518901
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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