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Cheri Mortez Greene

Edward Jones

Moncks Corner, SC

CRD 4482958

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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 2019-01-02
SC RA APPROVED 2014-03-04
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • SC RA
    APPROVED
    Since 2014-03-04

Branch Locations

2900 North Main Street, Moncks Corner, SC 29461 • 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 St.LOuis MO 05/2015 03/2023
Edward Jones St Louis MO 03/2023 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-10
  • S66 Uniform Combined State Law Examination
    2014-01-10
Other Names
  • Cheri Y Moretz-Greene
  • Cheri Yvonne Moretz
  • Cheri Yvonne Greene
  • Cheri Moretz Greene

View on SEC IAPD

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