Elizabeth A Schwerdtfeger
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Elizabeth A Schwerdtfeger? 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
11 years in the industry.
- Edward JonesOct 2025 to now
- Bluestem Insurance Group, LLCMar 2024 to Sep 2025
- Hopkins Manufacturing CorporationMay 2023 to Mar 2024
- Emporia State UniversityAug 2022 to Jun 2023
- Haag PharmacyMay 2019 to May 2022
- Emporia Recreation CommissionJun 2017 to Mar 2020
- Emporia First United Methodist ChurchMay 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 8175129
- Firm CRD
- 250