Cade Leach
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 JonesMar 2026 to now
- W&s Brokerage Services, IncNov 2025 to Mar 2026
- Western & Southern LifeMay 2025 to Mar 2026
- West Point Financial GroupJan 2025 to Feb 2025
- Shade On East State StreetAug 2024 to May 2025
- AflacMay 2024 to Aug 2024
- LowesSep 2023 to Apr 2024
- Abs InteriorMay 2023 to Aug 2023
- Nelson Dining HallOct 2022 to May 2023
- Dollar GeneralMay 2022 to Jul 2022
- FedexApr 2022 to May 2022
- Full-time EducationNov 2015 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8186883
- Firm CRD
- 250