Emily Pauline Estes
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesSep 2024 to now
- Longview Asset Management LLCNov 2022 to Aug 2024
- Hotel St Francis - Heritage Hotels & ResortsMay 2022 to Sep 2023
- Pruco Securities LLCJan 2022 to Oct 2022
- Bankers Life and CasualtyApr 2021 to Jan 2022
- UnemployedSep 2019 to Mar 2021
- Rti InternationalMar 2016 to Aug 2019
- Young RembrandtsAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 7513607
- Firm CRD
- 250