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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-06 |
| WI | RA | APPROVED | 1998-03-10 |
Branch Locations
403 Janesville Avenue, Ft Atkinson, WI 53538 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Ft. Atkinson | WI | 07/1987 | Present |
Waller Holdings LLC Type of business: Real Estate Fort Atkinson, WI Start date: 7/19/2023 Sole Member Hours per week: 0 Hours during trading: 0 Rental property is titled inside the LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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