D andrew Ulrich
Investment adviser representative at Edward Jones
19 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
19 years in the industry.
- Edward JonesNov 2025 to now
- United Way of Northwest MichiganJul 2023 to Sep 2025
- United Way of Wexford Missaukee CountiesAug 2021 to Jul 2023
- UnemployedMay 2020 to Aug 2021
- Northern Lakes Community Mental HealthSep 2007 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8186538
- Firm CRD
- 250