Alejandra Lerma
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alejandra Lerma is an investment adviser representative with Edward Jones in Tempe, AZ, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Morgan Stanley and J.p. Morgan Securities LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 140
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
1 state or territory
Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Jul 2020 – Jun 2021Scottsdale, AZ
- University of California, Merced - Social Sciences HumanitiesSep 2019 – May 2020Merced, CA
- University of California, Merced - Campus BookstoreAug 2019 – May 2020Merced, CA
- Frozen WorldJul 2019 – Aug 2019Merced, CA
- Merced County Office of Education - Cal-SOAP ProgramJan 2018 – Jun 2019Merced, CA
- University of CaliforniaAug 2016 – May 2020Merced, CA
- Morgan StanleyJun 2021 – Nov 2022Gilbert, AZ
- UnemployedJun 2020 – Jun 2020Scottsdale, CA
- JP Morgan Chase Bank, N.A.Nov 2022 – Oct 2023Irvine, CA
- Morgan StanleyOct 2023 – Apr 2026Gilbert, AZ
- Edward JonesJul 2026 – no end date reportedTempe, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
Showing 12 of 23,937 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alejandra Lerma has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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