Cole D Sorby
Investment adviser representative at Edward Jones
12 yearsExperience
3 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
12 years in the industry.
- Edward JonesFeb 2025 to now
- UnemployedOct 2024 to Dec 2024
- Bankers Life & Casualty Co.Feb 2024 to Oct 2024
- Bemidji State UniversitySep 2023 to Dec 2023
- Bemidji Town and Country ClubMay 2023 to Aug 2023
- Bemidji State UniversitySep 2022 to Apr 2023
- Ruttgers Birchmont LodgeMay 2022 to Aug 2022
- Bemidji State UniversitySep 2021 to Apr 2022
- Ck Dudleys Bar & GrillMay 2021 to Aug 2021
- Bemidji State UniversityAug 2018 to Apr 2021
- Thompson Public SchoolJan 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MN, ND, 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
- 8035677
- Firm CRD
- 250