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Lloyd Paul Jones

Edward Jones

Nazareth, PA

CRD 4670717

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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
PA RA APPROVED 2024-01-23
TX RA APPROVED_RES 2022-05-11
  • PA RA
    APPROVED
    Since 2024-01-23
  • TX RA
    APPROVED_RES
    Since 2022-05-11

Branch Locations

21 Belvidere Street, Nazareth, PA 18064 • 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 06/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
S63 Uniform Securities Agent State Law Examination 2003-08-07
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22
  • S63 Uniform Securities Agent State Law Examination
    2003-08-07

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
STONEX ADVISORS INC.

Nearby Investors

DWAYNE LYN SNYDER
GARY G STOUDT
Andrew J Mill

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NAZARETH, PA
TRUIST ADVISORY SERVICES, INC. · NAZARETH, PA
TRUIST ADVISORY SERVICES, INC. · NAZARETH, PA

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