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Jeffrey Allen Elsworth

Edward Jones

Collierville, TN

CRD 4746074

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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_RES 2014-08-26
TN RA APPROVED 2007-04-20
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • TN RA
    APPROVED
    Since 2007-04-20

Branch Locations

155 North Main Suite 103, Collierville, TN 38017 • 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 01/2004 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-16
S63 Uniform Securities Agent State Law Examination 2004-03-11
  • S66 Uniform Combined State Law Examination
    2007-04-16
  • S63 Uniform Securities Agent State Law Examination
    2004-03-11
Other Names
  • Jeffrey Allen Elsworth

View on SEC IAPD

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Alec Shawn Bouton
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LPL FINANCIAL LLC · COLLIERVILLE, TN
TLG ADVISORS, INC. · Collierville, TN
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