Everardo Jose Huerta
Investment adviser representative at Edward Jones
5 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
5 years in the industry.
- Edward JonesAug 2017 to now
- Bank of America, N.A.May 2017 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Aug 2017
- Wells FargoJun 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6730476
- Firm CRD
- 250