Avery Casillas
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesJun 2026 to now
- UnemployedJan 2026 to May 2026
- Morgan StanleySep 2025 to Jan 2026
- Filling HomesJan 2025 to Sep 2025
- UnemployedOct 2024 to Jan 2025
- The FeedApr 2024 to Oct 2024
- University of ToledoJul 2022 to Apr 2024
- The FeedJun 2022 to Jul 2022
- Northwest State Community CollegeFeb 2022 to Jun 2022
- KrogerAug 2021 to Feb 2022
- WalmartMar 2021 to Aug 2021
- Northwest State Community CollegeJul 2020 to Jun 2021
- WalmartJun 2020 to Jul 2020
- Holgate Local SchoolsAug 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8108113
- Firm CRD
- 250