Trevor Daniel Haga
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesJun 2022 to now
- Bdo USA, LLPOct 2018 to Jun 2022
- Bdo USA, LLPJan 2018 to Mar 2018
- Unc - Chapel Hill Master of Accounting Graduate ProgramJul 2017 to Sep 2018
- Bank of America, N.A.Oct 2016 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6655374
- Firm CRD
- 250