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Priscilla Jo Shuster

Edward Jones

Universal City, TX

CRD 4466931

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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 2014-01-21
  • TX RA
    APPROVED
    Since 2014-01-21

Branch Locations

433 Kitty Hawk Suite 110, Universal City, TX 78148 • 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 San Antonio TX 02/2007 07/2024
Edward Jones St Louis MO 07/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-20
S63 Uniform Securities Agent State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2014-01-20
  • S63 Uniform Securities Agent State Law Examination
    2002-02-15
Other Names
  • Priscilla Jo Lara
  • Priscilla Jo Lara

View on SEC IAPD

Nearby Firms

FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION

Nearby Investors

Robert Lee Brister
Annette Medley
Patrick Charles Marshall

Nearby Offices

FIRST COMMAND ADVISORY SERVICES · Universal City, TX
J.P. MORGAN SECURITIES LLC · UNIVERSAL CITY, TX
PLANMEMBER SECURITIES CORPORATION · UNIVERSAL CITY, TX

More in Universal City, TX

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