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Casey N Reif

Investment adviser representative at Edward Jones
13 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

13 years in the industry.

  1. Edward JonesApr 2026 to now
  2. Self Employed/skulldini LLCMay 2022 to Jun 2025
  3. Te ConnectivityJul 2021 to Apr 2026
  4. Lasermed TechJul 2020 to Aug 2020
  5. Oneka Ridge Golf CourseJun 2020 to Jul 2020
  6. Surgical Technologies IncJul 2019 to Aug 2019
  7. DiasorinMay 2018 to Aug 2018
  8. White Bear Lake Rec DepartmentDec 2017 to Jan 2018
  9. University of Minnesota DuluthAug 2017 to Jan 2022
  10. Oneka Ridge Golf CourseApr 2017 to Aug 2017
  11. White Bear Lake Area High SchoolSep 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
8255902
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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