Akiva Finkelstein
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesSep 2025 to now
- DoordashJun 2025 to now
- Green Rhino CapitalSep 2024 to Jun 2025
- University of Incarnate Word School of Osteopathic MedicineJun 2021 to Jun 2024
- Cenogenics CorporationAug 2020 to Mar 2021
- UnemployedAug 2019 to Jul 2020
- Georgian Court UniversityJul 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 8150604
- Firm CRD
- 250