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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-27 |
| WA | RA | APPROVED | 2005-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2002 | Present |
INVESTMENT CHAIR, NORTHWEST LIONS FOUNDATION FOR SIGHT & HEARING: MEET WITH SMITH BARNEY REP AND MAKE RECOMMENDATIONS ON INVESTMENT STRATEGIES. PROVIDE OVERSIGHT TO THE FOUNDATION ON THE ACCOUNT WITH SMITH BARNEY. *** PRESIDENT, TENINO LIONS CLUB: PRESIDENT OF CLUB TO OVERSEE COMMITTEES & RUN MEETINGS. *** VP OF ENDOWMENT, NORTHWEST FOUNDATION FOR SIGHT AND HEARING: ATTEND MEETINGS, HELP WITH ENDOWMENT BOARD FUNCTIONS. *** WHISKEY RIVER LLC Type of business: RENTAL COMPANY TENINO, WA Start date: 2/10/2011 OWNER Hours per week: 1 Hours during trading: 0 MAINTAIN PROPERTY. * OCGC LLC Type of business: COUNTRY CLUB GOLF CLUB OLYMPIA, WA Start date: 1/31/2021 MEMBER Hours per week: 0 Hours during trading: 0 OWN AND OPERATE A COUNTRY CLUB-NOT INVOLVED WITH THE DAY TO DAY ACTIVITIES- * BLUEWOOD SKI RESORT Type of business: SKI RESORT DAYTON, WA Start date: 3/11/2021 ONE OF THE OWNERS Hours per week: 0 Hours during trading: 0 No responsibilities * HLA ENTERPRISES Type of business: FARM/RENTALS OLYMPIA, WA Start date: 10/19/2021 OWNER Hours per week: 1 Hours during trading: 0 Own a farm and rental company. I have employees that run the day to day operations * STONE CITY LLC Type of business: REAL ESTATE TENINO, WA Start date: 6/30/2022 MANAGING MEMBER Hours per week: 1 Hours during trading: 0 Maintain Property * TENINO FINANCIAL CENTER Type of business: VACANT LOTS TENINO, WA Start date: 5/19/2022 MANAGING PARTNER Hours per week: 1 Hours during trading: 0 Manage Lots * HALLETT/SLATER MOSES LAKE HOUSE Type of business: AIR BNB RENTAL MOSES LAKE, WA Start date: 12/26/2024 OWNER Hours per week: 1 Hours during trading: 0 WE BUILT AN AIR BNB BUT HAVEN'T RENTED IT OUT YET * Facebook Content Creator Type of business: Post online Tenino, WA Start date: 11/30/2025 Owner Hours per week: 1 Hours during trading: 0 I post pictures of stuff and get compensation from META
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-14 |
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