Paul D Alwine

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

Authority	Category	Status	Date
TX	RA	APPROVED	2016-12-27

TX RA
APPROVED

Since 2016-12-27

Branch Locations

409 Harwood Rd, Bedford, TX 76021 • 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

Organization	City	State	From	To
Natixis Global Asset Management	Boston	MA	07/2011	10/2016
Unemployed	Southlake	TX	10/2016	12/2016
Edward Jones	St Louis	MO	12/2016	Present

07/2011 → 10/2016

Natixis Global Asset Management

Boston, MA
10/2016 → 12/2016

Unemployed

Southlake, TX
12/2016 → Present

Edward Jones

St Louis, MO

Previous Registrations

2012-11-27 → 2016-11-17

Natixis Advisors, Llc

Boston, MA

Other Businesses

Cynthia Beam Type of business: rental condo in Boston Boston, MA Start date: 7/22/2024 property owner Hours per week: 0 Hours during trading: 0 Desc: none, my wife purchased a investment condo in her name in Boston. She has a long term tenant.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-18
S63	Uniform Securities Agent State Law Examination	2004-01-26

S65 Uniform Investment Adviser Law Examination

2016-10-18
S63 Uniform Securities Agent State Law Examination

2004-01-26

Designations

Chartered Financial Consultant

Other Names

Paul Douglas Alwine

View on SEC IAPD