Eric Friese
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Edward JonesJul 2024 to now
- Edward JonesMar 2023 to Jun 2024
- Cottage WorksJun 2021 to Feb 2023
- Larsens LandscapingAug 2020 to Jun 2021
- Hemlock Golf ClubMay 2020 to Sep 2020
- Dk SecurityDec 2018 to Jun 2019
- City of LudingtonJan 2013 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7699039
- Firm CRD
- 250