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Jerome Peter Wenner

Edward Jones

Cold Spring, MN

CRD 4351021

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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 2019-03-12
MN RA APPROVED 2013-12-10
  • TX RA
    APPROVED_RES
    Since 2019-03-12
  • MN RA
    APPROVED
    Since 2013-12-10

Branch Locations

308 5Th Ave S Ste 210, Cold Spring, MN 56320 • 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 01/2001 Present
Other Businesses

Cold Spring Business Center, LLP Type of business: Commercial Real estate Cold Spring, MN Start date: 7/23/2004 Silent Partner/Partial Owner Hours per week: 0 Hours during trading: 0 No Responsibilities * Cold Spring Business Center Condominium Association Type of business: Real Estate Cold Spring, MN Start date: 2/11/2019 Director/Silent Partner Hours per week: 0 Hours during trading: 0 None * Cold Spring Business Center, LLC Type of business: Commercial Real Estate Cold Spring, MN Start date: 7/23/2004 Hours per week: 0 Hours during trading: 0 LPT *

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-05-25
  • S63 Uniform Securities Agent State Law Examination
    2001-05-25
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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