Jonah J Lemieux
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.
- Edward JonesApr 2025 to now
- UpsDec 2024 to Apr 2025
- UnemployedJun 2024 to Nov 2024
- UkgApr 2024 to Jun 2024
- ClearcompanyJun 2021 to Feb 2024
- Insurance Consultants of VaMay 2020 to Jan 2021
- Montis FinancialMay 2019 to Aug 2019
- ThrivecashFeb 2019 to Jun 2019
- College of William & MaryAug 2017 to May 2021
- The International Golf ClubOct 2016 to Aug 2018
- Shaw's SupermarketsOct 2015 to Feb 2017
- Nashoba Regional High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7263672
- Firm CRD
- 250