Caleb Banegas
Investment adviser representative at Edward Jones
16 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
16 years in the industry.
- Edward JonesFeb 2024 to now
- University of Colorado DenverAug 2019 to now
- DoordashSep 2023 to Jan 2024
- Northwestern Mutual Life Insurance CompanyFeb 2022 to Feb 2024
- Northwestern Mutual Investment Services LLCJan 2022 to Feb 2024
- Courtyard MarriottAug 2020 to Mar 2021
- Cinetopia Movie TheatreAug 2016 to Jul 2019
- Blue Valley School DistrictAug 2010 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7360198
- Firm CRD
- 250