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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-03 |
Branch Locations
3860 Black Hawk Road Suite 170, Danville, CA 94506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 12/2017 | 01/2023 |
| Bank Of America, N.A. | San Jose | CA | 01/2018 | 01/2023 |
| Edward Jones | St Louis | MO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-02 |
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