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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| CA | RA | APPROVED | 2024-06-05 |
Branch Locations
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scharf Investments | Santa Cruz | CA | 06/2010 | 03/2018 |
| Edward Jones | St Louis | MO | 03/2024 | Present |
| Self Employed | Capitola | CA | 01/2019 | 02/2024 |
| Unemployed | Capitola | CA | 03/2018 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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