Alex J Hale
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$1TFirm assets
Are you Alex J Hale? 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
10 years in the industry.
- Edward JonesJan 2025 to now
- Fidelity InvestmentsOct 2021 to Jan 2025
- Morgan StanleyJan 2021 to Oct 2021
- J.P. Morgan Institutional Investments Inc.Aug 2018 to Jan 2021
- J.P. Morgan Investment Management Inc.Aug 2018 to Jan 2021
- Mesirow Financial, Inc.May 2016 to Aug 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 6528782
- Firm CRD
- 250