Alexis Daryl Simonson
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesAug 2022 to now
- Sierra Flow FitnessFeb 2019 to now
- The Union Well At Sac StateOct 2019 to Jul 2022
- California State UniversityAug 2018 to May 2022
- Edward JonesJul 2018 to Jul 2022
- UnemployedJan 2017 to Jun 2018
- Twain Harte Tree FarmNov 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6986554
- Firm CRD
- 250