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Lucille Germain

Investment adviser representative at Edward Jones
10 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

10 years in the industry.

  1. Edward JonesApr 2025 to now
  2. Teach Western MassachusettsAug 2024 to Apr 2025
  3. Springpoint SchoolsJul 2024 to Apr 2025
  4. 80 Acres Climate Justice SchoolJul 2024 to Nov 2024
  5. Class Dojo TutoringMar 2024 to Apr 2025
  6. Mlk Charter School of ExcellenceJul 2023 to Jun 2024
  7. Veritas Charter SchoolAug 2021 to Jun 2023
  8. UnemployedFeb 2021 to Jul 2021
  9. Match Charter SchoolAug 2016 to Feb 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
8071590
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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