Caleb F Aldrich
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesMar 2026 to now
- Mirus Capital AdvisorsSep 2022 to Jan 2026
- The Seyon GroupJul 2021 to Sep 2022
- Aew Capital ManagementAug 2019 to Jun 2021
- Perennial Capital AdvisorsJun 2018 to Aug 2019
- Harvard UniversitySep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7662689
- Firm CRD
- 250