Ameriprise Financial Services
46yrs
Top advisor by experience in Chesterfield
4yrs
Sofia Lasarte
Financial advisor at Edward Jones
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeChesterfield, MO
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowEdward JonesCurrent firm
Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sofia
How do I contact Sofia?
Call Edward Jones at 314-515-2000 and ask for Sofia Lasarte. Sofia works from the Chesterfield, MO office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Sofia hold?
Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sofia for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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