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Jan Marie Strunk

Edward Jones

Whitehall, PA

CRD 4475771

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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 2022-06-22
PA RA APPROVED 2022-06-21
  • TX RA
    APPROVED
    Since 2022-06-22
  • PA RA
    APPROVED
    Since 2022-06-21

Branch Locations

3716 Lehigh Street Suite 104, Whitehall, PA 18052 • 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 Investments Whitehall PA 10/2001 Present
  • 10/2001 → Present
    Edward Jones Investments
    Whitehall, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2022-06-17
Other Names
  • Jan Marie Hartzel
  • Jan Marie Kovaleski
  • Jan Marie Gladfelter

View on SEC IAPD

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