Chad Regis Friday
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Chad Regis Friday? 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
11 years in the industry.
- Edward JonesOct 2024 to now
- Rw BairdJul 2023 to Oct 2024
- First National BankAug 2022 to Jul 2023
- UnemployedJan 2022 to Jul 2022
- Conservative Financial SolutionsApr 2021 to Dec 2021
- Prolink StaffingJan 2021 to Feb 2021
- Kenwood Country ClubApr 2020 to Apr 2021
- AmazonApr 2020 to May 2020
- Morgan StanleyJan 2020 to Mar 2020
- UnemployedAug 2019 to Jan 2020
- UBS Financial ServicesFeb 2018 to Aug 2018
- Mios Pizza PubApr 2017 to Mar 2018
- University of CincinnatiAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7205889
- Firm CRD
- 250