Cozette S Ries
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesMay 2025 to now
- Centric BrandsJun 2024 to Aug 2024
- Friends of the CheatJun 2023 to Aug 2023
- Certified Alcohol TrainingMay 2023 to Oct 2023
- Mellow MushroomFeb 2023 to Apr 2025
- Elon UniversityAug 2021 to May 2025
- Bright Law FirmMar 2020 to Jan 2021
- Preston High SchoolAug 2017 to May 2021
- Central Preston Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
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
- 8080739
- Firm CRD
- 250