Unclaimed Profile

Lena Haas

EDWARD D. JONES & CO., L.P.·ST. LOUIS, Missouri

SIE, Series 7, Series 24, Series 63Clean recordEDWARD D. JONES & CO., L.P.

12555 MANCHESTER RD, ST. LOUIS, MO 63131CRD# 5977615Firm CRD# 250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lena Haas · ST. LOUIS, MO

Registration

CRD #5977615 · EDWARD D. JONES & CO., L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDWARD D. JONES & CO., L.P.

CRD 250 · SEC 801-3297

AUM

$692.2B

Regulatory assets under management

Employees

29,309

4,749,388 client accounts

Services offered by EDWARD D. JONES & CO., L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDWARD D. JONES & CO., L.P. →

Introduction

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Frequently Asked Questions

What services does Lena Haas offer?

Lena Haas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Lena Haas's credentials?

Lena Haas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lena Haas located?

Lena Haas is based in ST. LOUIS, Missouri, working with EDWARD D. JONES & CO., L.P.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Lena Haas charge for services?

Lena Haas's firm is compensated through percentage of aum, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDWARD D. JONES & CO., L.P.?

EDWARD D. JONES & CO., L.P. has approximately 29309 employees and manages $692.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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