Shai Riedl
Investment adviser representative at Edward Jones
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
Are you Shai Riedl? Claim your profile
Contact this firm
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
16 years in the industry.
- Edward JonesSep 2018 to now
- Honkamp KruegerDec 2017 to Sep 2018
- Department of Natural Resources - State of WisconsinMay 2017 to Sep 2017
- Prudential Insurance Corporation of AmericaJun 2016 to Sep 2018
- Rodan and FieldsJul 2015 to Sep 2018
- Dubuque Golf and Country ClubSep 2014 to Dec 2017
- Clarke UniversityAug 2014 to May 2018
- R-equipment Co LLCMay 2010 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, 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
- 7008848
- Firm CRD
- 250