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Ava Adams

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.

  1. Edward JonesFeb 2024 to now
  2. UnemployedJan 2022 to Jan 2024
  3. University of AlabamaAug 2021 to Dec 2021
  4. Edward JonesDec 2019 to Dec 2021
  5. Henderson CollegiateJun 2018 to Nov 2020
  6. Christ United Methodist ChurchApr 2018 to Dec 2019
  7. UnemployedJan 2018 to Mar 2018
  8. University of AlabamaAug 2013 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
7199023
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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