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Chad Rosensteel

Edward Jones

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About Chad Rosensteel

Chad Rosensteel is a financial advisor with Edward Jones. Chad has been in the financial services industry for over 20 years and has a deep understanding of the needs of individual investors. Chad is committed to helping clients reach their financial goals. Chad has held previous positions at ALLSTATE FINANCIAL SERVICES, LLC, PRUCO SECURITIES, LLC., THRIVENT INVESTMENT MANAGEMENT INC., STATE FARM VP MANAGEMENT CORP., PNC INVESTMENTS, UVEST FINANCIAL SERVICES GROUP, INC., DREYFUS INVESTMENT SERVICES COMPANY, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Chad has a strong understanding of the financial markets and has the experience and expertise to help clients make informed investment decisions. Chad provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Chad Rosensteel is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Chad Rosensteel’s Registration & Firm History

PA

04/13/2021 - Present

Edward Jones (GREENSBURG PA)

PA

04/22/2015 - 11/03/2017

ALLSTATE FINANCIAL SERVICES, LLC (MALVERN PA)

NJ

07/07/2014 - 04/03/2015

PRUCO SECURITIES, LLC. (NEWARK NJ)

PA

04/16/2014 - 06/13/2014

THRIVENT INVESTMENT MANAGEMENT INC. (WEXFORD PA)

IL

07/17/2006 - 04/07/2014

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

PA

12/14/2005 - 06/29/2006

PNC INVESTMENTS (GREENSBURG PA)

NC

07/15/2002 - 06/02/2005

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

PA

06/13/2000 - 07/08/2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)

MA

02/11/2000 - 05/19/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/11/2000 - 05/19/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2017

Series 24 - General Securities Principal Examination

BC

Issued 11/02/2015

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/20/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/14/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Chad Rosensteel.
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