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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-15 |
| CA | RA | APPROVED | 2011-01-24 |
Branch Locations
101 Main Street Suite G, Half Moon Bay, CA 94019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2011 | Present |
Senior Coastsider's Inc Half Moon Bay, CA Start date: 11/1/2019 Investment committee member Hours per week: 0 Hours during trading: 0 Desc: Meet quarterly to review endowment holdings at Vanguard. Provide market insight on risk, goals and non-profits portfolio objective. Collaborate on investment strategies and input on course of action plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-29 |
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