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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-23 |
| TX | RA | APPROVED | 2021-06-18 |
Branch Locations
10070 Edison Square Dr Nw Suite 103-E, Concord, NC 28027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Charlotte | NC | 08/2005 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 04/2017 | 06/2021 |
| Edward Jones | St. Louis | MO | 06/2021 | Present |
INSTACART, NOT INVT RELATED, SAN FRANCISCO, CA, SHOPPER, START DATE 6/18/2020, 40 HRS PER MONTH, 0 HRS DURING TRADING, SHOPPING AND DELIVER GROCERIES TO RESIDENCE*** New Hope Carolinas Inc Type: Mental Health Facility Youth Date: 08/14/23 Title: Resident Advisor Trad Hrs: 0 Tot Hrs: 12 Desc: Mentoring the youth, monitoring their behavior. job will be every other weekend City-State: Rock Hill SC"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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