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Louis Anthony Iozzi

Edward Jones

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About Louis Anthony Iozzi

Louis Anthony Iozzi is an investment advisor representative with Edward Jones, a firm with over $800 billion in assets under management. Louis has been in the industry since 1985 and has a broad range of experience in providing financial advice and portfolio management services. Louis is registered in several states and holds multiple securities licenses, including the Series 7, Series 24, Series 53, and Series 63. Louis specializes in providing financial advice to individuals, families, and businesses. Louis is dedicated to helping clients achieve their financial goals.

Firm Information

Louis Iozzi 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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Louis Iozzi’s Registration & Firm History

NJ

12/12/2006 - Present

Edward Jones (CHESTER NJ)

NJ

07/21/1999 - 02/10/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

11/11/1991 - 08/03/1999

GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)

NY

01/05/1998 - 07/26/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

CA

01/04/1991 - 10/03/1991

FN INVESTMENT CENTER (SACRAMENTO CA)

OH

11/30/1989 - 01/04/1991

MFI INVESTMENTS CORP. (BRYAN OH)

NY

12/23/1987 - 01/09/1990

FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)

NA

10/17/1985 - 01/01/1988

FAIRMOUNT CAPITAL CORPORATION

NA

05/21/1985 - 08/15/1985

GIBRALTAR SECURITIES CO.

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Licenses & Designations

IA

Issued 07/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1994

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/04/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1985

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 is public disclosure for Louis Anthony Iozzi. Review regulatory record here.
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