Best Investors Account Sign in

Jeffrey William Pomeroy

Edward Jones

St Charles, MO

CRD 4679241

Claim This Profile
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
MO RA APPROVED 2024-07-25
TX RA APPROVED_RES 2014-10-03
  • MO RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED_RES
    Since 2014-10-03

Branch Locations

330 N Main St, St Charles, MO 63301 • 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
Other Businesses

FINANCE COMMITTEE CHAIR, ST JOHN THE APOSTLE AND EVANGELIST CHURCH: REVIEW AND PROVIDE GUIDANCE ON FINANCIAL DECISIONS AT CHURCH. NO ACCESS TO CHECK-WRITING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-28
  • S63 Uniform Securities Agent State Law Examination
    2003-08-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St Charles, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor