Jan Marie Vonderhaar Pautvein

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

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-11
IA	RA	APPROVED	2007-10-10

TX RA
APPROVED

Since 2019-01-11
IA RA
APPROVED

Since 2007-10-10

Branch Locations

160 S 68Th Street Suite 1212, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	03/2006	Present

03/2006 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2005-03-22 → 2006-03-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Pennington, NJ

Other Businesses

WEST DES MOINES LIBRARY BOARD INVESTMENT COMMITTEE REVIEW TRUST INVESTMENTS RENTAL PROPERTY WEST DES MOINES, IA Start date: 10/16/2020 OWNER Hours per week: 5 Hours during trading: 0 Maintain Property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-01-24

S66 Uniform Combined State Law Examination

2005-01-24

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Jan Marie Vonderhaar

View on SEC IAPD