Alex Mclean Ditto
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMay 2023 to now
- The Professional Financial Company, LLCSep 2021 to Mar 2023
- Sorenson Impact CenterJun 2021 to Aug 2021
- Hudson Oaks Wealth ManagementNov 2020 to Sep 2021
- Edward JonesMar 2020 to Nov 2021
- Brigham Young UniversityAug 2018 to Apr 2021
- Alex and Seth's Super Clean WindowsAug 2018 to Aug 2020
- Church of Jesus Christ of Latter-day SaintsAug 2018 to Apr 2019
- Church of Jesus Christ of Latter-day SaintsJul 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7215314
- Firm CRD
- 250