Jose Alfonso Aleman
Investment adviser representative at Edward Jones
13 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
13 years in the industry.
- Edward JonesJun 2024 to now
- Charles SchwabMar 2021 to May 2024
- New Orleans Country ClubJun 2020 to Jul 2020
- Edward JonesSep 2018 to Jan 2021
- New Orleans Country ClubMay 2018 to Jul 2018
- Go-park ValetDec 2017 to Sep 2018
- Resorts Casino HotelJun 2017 to Jul 2017
- Blue Boiler CatsMay 2017 to Jun 2017
- Jimmy John'sApr 2016 to May 2017
- SchoolJan 2013 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7023111
- Firm CRD
- 250