Madelyn Claire Leier
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.
- Edward JonesAug 2025 to now
- Bozeman Health Deaconess HospitalSep 2023 to Jul 2024
- PlonkMar 2023 to Aug 2025
- Freefall BreweryFeb 2023 to Apr 2023
- Bernie's RestaurantAug 2022 to Feb 2023
- Joe Black'sAug 2021 to Feb 2023
- Altru Health SystemSep 2019 to Jul 2022
- University of MinnesotaOct 2018 to Sep 2019
- Emergency Care ConsultantsSep 2017 to Aug 2019
- University of MinnesotaAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 8144037
- Firm CRD
- 250