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Thomas Falke

Investment adviser representative at Edward Jones
3 yearsExperience
1 stateRegistered 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

3 years in the industry.

  1. Edward JonesJun 2019 to now
  2. Judge GroupApr 2019 to May 2019
  3. UnemployedFeb 2019 to Mar 2019
  4. SavealotDec 2018 to Jan 2019
  5. Beacon HillAug 2018 to Dec 2018
  6. Panum GroupJan 2018 to Aug 2018
  7. UnemployedSep 2017 to Dec 2017
  8. Alkem LaboratoriesFeb 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
7122054
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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