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Douglas Edward Lehman

Edward Jones

Beckley, WV

CRD 2999711

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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 2019-01-04
WV RA APPROVED 2006-10-26
  • TX RA
    APPROVED_RES
    Since 2019-01-04
  • WV RA
    APPROVED
    Since 2006-10-26

Branch Locations

269 Market Road, Beckley, WV 25801 • 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 05/2003 Present
Previous Registrations
  • 2002-11-25 → 2003-05-27
    Ferris, Baker Watts, Llc
    Huntington, WV
Other Businesses

CONSULTANT\REFEREE OF SOCCER GAMES OCTOBER-SEPTEMBER 6 WEEKS DURING NON TRADING HOURS** MWL Properties LLC Type of business: Rental Mount Hope, WV Start date: 5/12/2016 Partner Hours per week: 3 Hours during trading: 0 LLC formed to hold rental properties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-20
S65 Uniform Investment Adviser Law Examination 1998-03-20
  • S63 Uniform Securities Agent State Law Examination
    1998-03-20
  • S65 Uniform Investment Adviser Law Examination
    1998-03-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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