Andy Ogide
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Lakewood, CO 80228-1814
Credentials
Series 66
Industry experience
2 years
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Exec comp design
Startup equity planning
Liquidity event planning
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Professional Athlete
Location
141 Union Blvd #470
Lakewood, CO 80228-1814
Most active in
Andy O has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Edward Jones
2023 - Present (3 years)
Dinamo Bucuresti
2023 - 2023 (1 year)
Boca Juniors
2022 - 2023 (1 year)
OGM Ormanspor
2021 - 2022 (1 year)
Allianz Pazienza Cestestica San Severo
2020 - 2021 (1 year)
UCC Assigeco Piacenza Basket
2018 - 2020 (2 years)
Roseto Sharks
2017 - 2018 (1 year)
Bambitious Nara
2016 - 2017 (1 year)
Migdal Haemek
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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