Jason James Tawney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

E & B Enterprises Type of business: Sports Complex's Rockville, MD Start date: 6/1/1999 LPT Hours per week: 0 Hours during trading: 0 No responsibilities. *** Vacation/Rental Home Type of business: Rental/Vacation Home Sunriver, OR Start date: 12/24/2018 Owner Hours per week: 0 Hours during trading: 0 NO RESPONSIBILITIES*** Rental/Vacation Home Type of business: Vacation/Rental Home Sunriver, OR Start date: 11/8/2019 Owner Hours per week: 0 Hours during trading: 0 NO RESPONSIBILITIES***

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-11
• S63 Uniform Securities Agent State Law Examination
  2000-02-16

Other Names

• Jason James Tawney