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Paul Wilson Hart

Edward Jones

Grants Pass, OR

CRD 1959713

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-27
OR RA APPROVED 2007-08-23
  • TX RA
    APPROVED_RES
    Since 2014-08-27
  • OR RA
    APPROVED
    Since 2007-08-23

Branch Locations

162 Ne Beacon Dr Ste 119, Grants Pass, OR 97526 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 06/2007 Present
Other Businesses

Self (Wife) Type of business: Bed and Breakfast Grants Pass, OR Start date: 3/2/2015 Owner Hours per week: 2 Hours during trading: 0 Help my wife clean up after a guest leaves.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-10
S63 Uniform Securities Agent State Law Examination 1989-07-14
  • S66 Uniform Combined State Law Examination
    2007-08-10
  • S63 Uniform Securities Agent State Law Examination
    1989-07-14
Other Names
  • Paul Hart
  • Paul Wilson Hart

View on SEC IAPD

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