Trevor John Zellmer
Investment adviser representative at Edward Jones
14 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
14 years in the industry.
- Edward JonesOct 2023 to now
- Associated Investment Services, Inc.Jun 2022 to Sep 2023
- Midwest Professional Planners, LtdMay 2021 to May 2022
- Illinois State UniversityAug 2019 to May 2021
- Double Z TruckingMar 2015 to May 2021
- StudentJan 2012 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7366790
- Firm CRD
- 250