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James Patrick Reardon

Edward Jones

Port Orange, FL

CRD 4504928

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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 2014-08-26
FL RA APPROVED 2007-02-07
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • FL RA
    APPROVED
    Since 2007-02-07

Branch Locations

4550 Clyde Morris Blvd Suite A, Port Orange, FL 32129-5294 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 02/2002 Present
Other Businesses

Rental Property London, GT LON S Start date: 10/25/2021 Landlord Hours per week: 0 Hours during trading: 0 Desc: I have a renter for a two year contract and have a management company on-site that is doing all the work. Port Orange Fire/Rescue Pension Board Port Orange, FL Start date: 9/26/2006 Trustee & Chairman Sole and exclusive administration of and responsibility for the proper operation of the system

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-25
S63 Uniform Securities Agent State Law Examination 2002-04-18
  • S66 Uniform Combined State Law Examination
    2007-01-25
  • S63 Uniform Securities Agent State Law Examination
    2002-04-18
Other Names
  • James Patrick Reardon

View on SEC IAPD

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