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Lynne Georgina Neuman

Edward Jones

Marina Del Rey, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-28
CA RA APPROVED 2024-03-08
  • TX RA
    APPROVED
    Since 2025-03-28
  • CA RA
    APPROVED
    Since 2024-03-08

Branch Locations

4551 Glencoe Avenue Suite 235, Marina Del Rey, CA 90292 • 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 12/2023 Present
Wells Fargo Rolling Hills Estates CA 09/2020 12/2023
Bank Of America Long Beach CA 12/2016 08/2020
Wells Fargo Torrance CA 09/2014 12/2016
  • 12/2023 → Present
    Edward Jones
    St Louis, MO
  • 09/2020 → 12/2023
    Wells Fargo
    Rolling Hills Estates, CA
  • 12/2016 → 08/2020
    Bank Of America
    Long Beach, CA
  • 09/2014 → 12/2016
    Wells Fargo
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-07
S63 Uniform Securities Agent State Law Examination 1997-11-03
  • S66 Uniform Combined State Law Examination
    2024-03-07
  • S63 Uniform Securities Agent State Law Examination
    1997-11-03
Other Names
  • Lynne Neuman
  • Lynne Georgina Fenwick
  • Lynne Georgina Neuman

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · MARINA DEL REY, CA
ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
SILICON BEACH WEALTH, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA
ARCA INVESTMENT MANAGEMENT, LLC · MARINA DEL REY, CA
J.P. MORGAN SECURITIES LLC · MARINA DEL REY, CA
AB HHELIO ASSOCIATES, INC. · MARINA DEL REY, CA
CLIFFWATER LLC · MARINA DEL REY, CA

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