Orlando Anaya
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesAug 2025 to now
- Fitness Doctor, LLCApr 2025 to Jul 2025
- Troy City SchoolsJan 2025 to Mar 2025
- Genie of Fairview Door Co.Apr 2023 to Oct 2024
- Advanced ExcerciseDec 2022 to Mar 2024
- PaychexMay 2022 to Dec 2022
- Bmw of DaytonMar 2021 to May 2022
- Cox AutomotiveNov 2020 to Mar 2021
- Audi NorthparkJul 2019 to Oct 2020
- UnemployedAug 2018 to Jun 2019
- TopgolfMar 2018 to Aug 2018
- UnemployedMar 2017 to Jun 2018
- SfeAug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6994147
- Firm CRD
- 250