Courtney I Maloof
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Courtney I Maloof? 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 JonesJan 2026 to now
- Eastern UniversityAug 2022 to Jan 2026
- UnemployedAug 2020 to Jul 2022
- Express Employment ProfessionalsApr 2020 to Jul 2020
- Kingston LumberFeb 2020 to Apr 2020
- Watson FurnitureNov 2018 to Feb 2020
- Cole-faso ConsultingNov 2015 to Nov 2018
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
- 8206905
- Firm CRD
- 250