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Pamela Lou Werner

Edward Jones

Sterling, CO

CRD 4008735

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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 2014-08-21
CO RA APPROVED 2007-02-12
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • CO RA
    APPROVED
    Since 2007-02-12

Branch Locations

1319 West Main Street, Sterling, CO 80751 • 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 08/1999 Present
Other Businesses

The Secret Garden Wedding Venue Type of business: Wedding Venue Stanwood, WA Start date: 1/4/2022 President Hours per week: 1 Hours during trading: 0 Desc: Assist in coordination of renting out the property for wellness events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-07
S63 Uniform Securities Agent State Law Examination 1999-10-28
  • S66 Uniform Combined State Law Examination
    2007-02-07
  • S63 Uniform Securities Agent State Law Examination
    1999-10-28
Designations
  • Certified Financial Planner
Other Names
  • Pamela Lou Wernsman
  • Pamela L Werner

View on SEC IAPD

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