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Jonathan Wade Harrison

Edward Jones

Maryland Heights, MO

St. Louis, MO

CRD 3110434

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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
MO RA APPROVED 2007-06-21
  • MO RA
    APPROVED
    Since 2007-06-21

Branch Locations

130 Edward Jones Blvd, Maryland Heights, MO 63043 • United States

12555 Manchester Road, St. Louis, MO 63131 • 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 D. Jones & Co., L.P. St. Louis MO 08/1998 Present
  • 08/1998 → Present
    Edward D. Jones & Co., L.P.
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-19
S63 Uniform Securities Agent State Law Examination 1998-11-05
  • S66 Uniform Combined State Law Examination
    2007-06-19
  • S63 Uniform Securities Agent State Law Examination
    1998-11-05

View on SEC IAPD

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