Christian Bautista (CRD# 7082044) is an Investment Advisor Representative working at Edward Jones in Billings, MT and has 1 year of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jun 2023 - Current | 1 |
| Edward Jones | Billings, MT | May 2021 - Jun 2023 | 2 |
| Albertsons | Billings, MT | Mar 2020 - Mar 2021 | 1 |
| Unemployed | Billings, MT | Aug 2019 - Feb 2020 | < 1 |
| Northwestern Mutual | Billings, MT | Mar 2019 - Oct 2019 | < 1 |
| Wells Fargo | Billings, MT | Jul 2019 - Aug 2019 | < 1 |
| Montana State University Billings | Billings, MT | Aug 2018 - May 2019 | < 1 |
| Montana State University Billings | Billings, MT | Mar 2018 - Aug 2018 | < 1 |
| Northwestern Mutual | Billings, MT | Feb 2018 - Jun 2018 | < 1 |
| Montana State University Billings | Billings, MT | Jan 2018 - May 2018 | < 1 |
| Montana State University Billings | Billings, MT | Sep 2017 - Apr 2018 | < 1 |
| Golden Corral | Billings, MT | Jan 2016 - Sep 2017 | 1 |
| Pacsun | Billings, MT | Jul 2016 - Aug 2016 | < 1 |
| Albertsons | Billings, MT | May 2015 - Jan 2016 | < 1 |
| Unemployed | Billings, MT | Aug 2014 - Mar 2015 | < 1 |
| Chuck E Cheese | Billings, MT | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MT
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.