Isabella M Marshall
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Isabella M Marshall? 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
13 years in the industry.
- Edward JonesSep 2023 to now
- Drb SystemsMay 2022 to Sep 2023
- Lowe'sApr 2021 to May 2022
- Full-time EducationAug 2020 to Apr 2021
- New Baltimore Homemade Ice CreamApr 2018 to Aug 2020
- Lake Local SchoolsSep 2017 to May 2020
- Full-time EducationSep 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7800463
- Firm CRD
- 250