Trevor J Challifour
Investment adviser representative at Edward Jones
29 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Trevor J Challifour? Claim your profile
Contact this firm
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
29 years in the industry.
- Edward JonesMay 2023 to now
- UnemployedNov 2022 to May 2023
- New American Funding dba Broker SolutionsJan 2019 to Nov 2022
- Marketplace Home Mortgage, LLC.Jan 2018 to Jan 2019
- Phh Home Loans, LLCSep 1997 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7727680
- Firm CRD
- 250