Colin J Tracy
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Edward JonesMay 2019 to now
- RidecentricDec 2018 to Apr 2019
- NektarNov 2018 to Nov 2018
- Bold Sales SolutionsApr 2018 to Oct 2018
- Csl PlasmaDec 2017 to Mar 2018
- College Station Medical CenterAug 2017 to Sep 2017
- Hot Shots SoccerSep 2016 to Nov 2017
- The Harbor At LakewayMay 2016 to Jan 2017
- Texas A&m UniversityAug 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7089901
- Firm CRD
- 250