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Jessica Jones

Edward Jones

The Woodlands, TX

CRD 4206597

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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 2007-02-20
  • TX RA
    APPROVED
    Since 2007-02-20

Branch Locations

1400 Woodloch Forest Dr Suite 530, The Woodlands, TX 77380-1179 • 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 St Louis MO 06/2000 Present
Other Businesses

The Woodlands First United Methodist Church The Woodlands, TX Start date: 1/6/2025 Finance Board Member Hours per week: 0 Hours during trading: 0 Share ideas about the future of my church's ministries

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
S63 Uniform Securities Agent State Law Examination 2000-09-18
  • S66 Uniform Combined State Law Examination
    2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    2000-09-18
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jessica Lynn Broom

View on SEC IAPD

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