Adam Joseph Talman
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesMar 2026 to now
- PaychexFeb 2024 to Mar 2026
- UnemployedAug 2023 to Feb 2024
- Ohio MedicalJun 2023 to Aug 2023
- Forward HealthcareMar 2023 to Jun 2023
- La Valencia HotelSep 2022 to Oct 2022
- HarnessAug 2022 to Oct 2022
- Power Up SolutionsApr 2022 to Mar 2023
- Infinity Energy IncJan 2021 to Apr 2022
- UnemployedMay 2020 to Jan 2021
- Ubc RecreationSep 2018 to Apr 2020
- L'auberge Del MarJun 2018 to Sep 2018
- L'auberge Del MarMay 2017 to Dec 2017
- P.F Chang'sMay 2017 to Aug 2017
- University of British ColumbiaSep 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8230977
- Firm CRD
- 250