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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 | 2014-08-19 |
| UT | RA | APPROVED | 2006-11-16 |
Branch Locations
9815 S Monroe St Suite 201, Sandy, UT 84070-4296 • 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 |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Salt Lake City | UT | 02/1998 | Present |
Willow Creek Country Club Type of business: Golf club Sandy, UT Start date: 10/31/2013 Equity Member Hours per week: 0 Hours during trading: 0 No responsibilities. Midwest Housing Solutions LLC Type of business: Real Estate Holding Clinton, UT Start date: 6/2/2023 GNP Hours per week: 0 Hours during trading: 0 Desc: Though No required responsibilities, I will assist in project management by monitoring repair projects. Masie 23 LLC Type of business: Real estate Inv holdings Bluffdale, UT Start date: 6/1/2023 GNP Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Self Type of business: Photography Sales Bluffdale, UT Start date: 10/19/2025 Photographer Hours per week: 2 Hours during trading: 0 Taking photos and posting to an art website for sell (not developed yet)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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