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Mehdi Joseph Ouni

Edward Jones

South Glastonbury, CT

West Hartford, CT

CRD 4376110

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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 2022-05-16
CT RA APPROVED 2022-02-18
  • TX RA
    APPROVED_RES
    Since 2022-05-16
  • CT RA
    APPROVED
    Since 2022-02-18

Branch Locations

South Glastonbury, CT • United States

433 S Main St Ste 111, West Hartford, CT 06110 • 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
Massmutual Life Insurance Co South Glastonbury CT 03/2009 12/2021
Mml Investors Services Llc Patchogue NY 12/2013 12/2016
Mml Investors Services Llc South Glastonbury CT 12/2018 12/2021
Edward Jones St Louis MO 02/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-28
S63 Uniform Securities Agent State Law Examination 2004-03-26
  • S65 Uniform Investment Adviser Law Examination
    2017-03-28
  • S63 Uniform Securities Agent State Law Examination
    2004-03-26
Other Names
  • Mehdi J Ouni
  • Joseph Ouni
  • Joe Ouni
  • M Joseph Ouni
  • Mehdi Joseph Ouni

View on SEC IAPD

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