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Chloe Feingold

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.

  1. Edward JonesSep 2023 to now
  2. UnnemployedAug 2023 to Sep 2023
  3. OnymosSep 2022 to Aug 2023
  4. Silicon Valley BankSep 2021 to Sep 2022
  5. UnemployedJun 2021 to Sep 2021
  6. Elation HypercarsSep 2020 to Jun 2021
  7. UnemployedAug 2020 to Sep 2020
  8. United States CensusJun 2020 to Aug 2020
  9. UnemployedAug 2019 to Jun 2020
  10. Rosendin ElectricJun 2019 to Aug 2019
  11. AginityJun 2018 to Jan 2019
  12. StudentJan 2013 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7806912
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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