Jason Sterling Friese
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered 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 JonesApr 2025 to now
- Hrb Green ResourcesSep 2024 to Apr 2025
- Thrivent Investment Management Inc.Aug 2024 to Mar 2025
- Biola UniversityAug 2023 to Aug 2024
- H&r BlockAug 2023 to Jun 2024
- H&r BlockJan 2023 to Jun 2023
- Bellflower Brethren ChurchSep 2019 to Dec 2022
- Biola UniversityAug 2018 to May 2019
- Elite Test PrepJun 2018 to Aug 2019
- National School ProjectJun 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7964031
- Firm CRD
- 250