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Thomas J Marchese

Edward Jones

Uniontown, OH

CRD 4362359

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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 2014-08-20
OH RA APPROVED 2007-01-25
  • TX RA
    APPROVED
    Since 2014-08-20
  • OH RA
    APPROVED
    Since 2007-01-25

Branch Locations

13690 Cleveland Ave Nw, Uniontown, OH 44685 • 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
OrganizationCityStateFromTo
Edward Jones St. Louis MO 02/2001 Present
Other Businesses

INDIAN PRINCESS/GREEN YMCA CHAPTER CHIEF OF SHAWNEE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-05-03
  • S63 Uniform Securities Agent State Law Examination
    2001-05-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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