Haley Elizabeth Schroader
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesJul 2023 to now
- Freeborn CountyMay 2018 to Jul 2023
- Freeborn CountyJan 2018 to Apr 2018
- Heartland Senior Services of Story County, IowaAug 2017 to Dec 2017
- The Evangelical Lutheran Good Samaritan SocietyMay 2017 to Sep 2018
- Christ Community Church of AmesFeb 2017 to Nov 2017
- Iowa State University Athletics DepartmentOct 2016 to Dec 2017
- Iowa State UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7772800
- Firm CRD
- 250