Cory N Beltran
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesJun 2026 to now
- Edward JonesOct 2024 to Apr 2026
- Integrity Marketing GroupAug 2023 to Aug 2024
- Ftw LogisticsOct 2022 to Mar 2023
- Iatse Local 500Jan 2021 to Dec 2022
- Lmg LLCDec 2018 to Mar 2020
- Self Employed/elluminate Presents LLCApr 2018 to Oct 2024
- Izziban SushiAug 2017 to May 2018
- The Kessler CollectionMay 2017 to Jul 2018
- Bags IncJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7417226
- Firm CRD
- 250