Michael F Lodes
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 JonesApr 2026 to now
- Shine/radiant Development GroupOct 2024 to Mar 2026
- Redemption SongOct 2023 to Sep 2024
- UnemployedJun 2023 to Sep 2023
- Edward JonesSep 2022 to Apr 2023
- Edward JonesJun 2022 to Aug 2022
- Ruffalo Noel LevitzFeb 2021 to Dec 2021
- University of DaytonAug 2019 to May 2023
- Saint Louis University HighschoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7580807
- Firm CRD
- 250