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Filip G Fullerton

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.

  1. Edward JonesJul 2025 to now
  2. Chiro One Wellness CentersDec 2023 to Jun 2025
  3. Ventura HatsApr 2020 to Jan 2021
  4. Seattle Pacific UniversitySep 2019 to Dec 2023
  5. Portland State UniversityJun 2018 to Jun 2019
  6. Fullerton WinesJun 2016 to Aug 2023
  7. UnemployedJan 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8125480
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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