Cole H Van pelt
Investment adviser representative at Edward Jones
18 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Cole H Van pelt? Claim your profile
Contact this firm
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
18 years in the industry.
- Edward JonesOct 2025 to now
- Ciocca Honda of YorkDec 2023 to Aug 2025
- Limitless Management GroupMay 2023 to Nov 2023
- A Different Stroke PaintingJan 2022 to Apr 2023
- Giant Food StoreMay 2017 to Oct 2021
- Red Lion Area School DistrictJan 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8166111
- Firm CRD
- 250