Colton J Clifton
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 2026 to now
- KeybankNov 2024 to May 2026
- Edward JonesAug 2024 to Nov 2024
- Jimmy JohnsJul 2023 to Jul 2024
- Western Washington UniversitySep 2022 to Jun 2024
- Washington State UniversityAug 2020 to Jun 2022
- Jimmy JohnsJun 2020 to Aug 2022
- Hanford High SchoolSep 2018 to Jun 2022
- Chief Joe Middle SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7978582
- Firm CRD
- 250