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Noah Nathan Bershatsky

Edward Jones

Milton, WA

CRD 2996009

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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 2018-12-04
WA RA APPROVED 2007-03-20
  • TX RA
    APPROVED_RES
    Since 2018-12-04
  • WA RA
    APPROVED
    Since 2007-03-20

Branch Locations

2748 Milton Way Suite 215, Milton, WA 98354 • 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 D. Jones & Co., L.P. Milton WA 03/1999 Present
  • 03/1999 → Present
    Edward D. Jones & Co., L.P.
    Milton, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-16
S65 Uniform Investment Adviser Law Examination 1998-09-04
S63 Uniform Securities Agent State Law Examination 1998-02-05
  • S66 Uniform Combined State Law Examination
    2007-03-16
  • S65 Uniform Investment Adviser Law Examination
    1998-09-04
  • S63 Uniform Securities Agent State Law Examination
    1998-02-05

View on SEC IAPD

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