Eric Mohler (CRD# 5828056) is an Investment Advisor Representative working at Edward Jones in Celina, OH and has 1 year of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
CRD# 2293786
Capital Cities Investments
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Aug 2022 - Current | 1 |
Bath High School | Lima, OH | Aug 2018 - Aug 2022 | 4 |
Wosn | Lima, OH | Aug 2016 - Mar 2019 | 2 |
Celina High School | Celina, OH | Aug 2016 - Jun 2018 | 1 |
Century 21 Realtors | Celina, OH | May 2016 - Oct 2016 | < 1 |
Edward Jones | St.louis, MO | Sep 2015 - Feb 2016 | < 1 |
Edward Jones | Celina, OH | May 2014 - Sep 2015 | 1 |
The Ohio State University | Columbus, OH | Sep 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- OH
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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