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Jon M Whited

Edward Jones

Eagle, ID

CRD 3016054

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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 2022-03-01
ID RA APPROVED 2021-09-24
  • TX RA
    APPROVED
    Since 2022-03-01
  • ID RA
    APPROVED
    Since 2021-09-24

Branch Locations

2025 E Riverside Dr Ste 100, Eagle, ID 83616-5935 • 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
Jon Whited Insurance Agency Modesto CA 05/2010 Present
State Farm Vp Management Corp. Modesto CA 05/2010 Present
State Farm Investment Management Corp. Modesto CA 05/2010 03/2017
State Farm Investment Management Corp. Modesto CA 08/2018 08/2021
Edward Jones St Louis MO 08/2021 Present
Previous Registrations
Other Businesses

Investment Property Type of business: Rental Boise, ID Start date: 1/1/2021 owner/landlord Hours per week: 0 Hours during trading: 0 Desc: We occasionally BBQ and hang out with family there. We occasionally watch their dog Willow and take her for walks with our dogs. They may watch our dogs there when we go on vacation too. State Farm Bloomington, IL Start date: 5/1/2022 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jon Mylar Whited

View on SEC IAPD

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