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Emma Elizabeth O'brien

Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Edward JonesFeb 2023 to now
  2. Dick's Fresh MarketAug 2021 to Mar 2022
  3. WalmartFeb 2021 to Aug 2021
  4. Park ToolSep 2020 to Jan 2021
  5. Edward JonesMay 2018 to Jan 2023
  6. Verbout ServicesJan 2018 to Apr 2018
  7. Stella's On 97Oct 2017 to Jul 2018
  8. Caribou CoffeeDec 2016 to Sep 2017
  9. Keystone Place At Lavalle FieldsNov 2016 to Dec 2019
  10. St Croix Chocolate CoAug 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MN).

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
6952270
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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