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Ana Maria Saavedra

Edward Jones

Brattleboro, VT

CRD 4746646

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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 2019-01-09
VT RA APPROVED 2007-02-20
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • VT RA
    APPROVED
    Since 2007-02-20

Branch Locations

225 Main St Suite 1, Brattleboro, VT 05301 • 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
Other Businesses

"Rental Property Type of business: Real Estate Rental Gilsum, NH Start date: 6/29/2018 Owner Hours per week: 2 Hours during trading: 0 Maintain and rent two apartments Ruky's Legacy LLC Type of business: Real Estate with Brothers Fort Lauderdale, FL Start date: 1/1/2019 Partner Hours per week: 0 Hours during trading: 0 Inherited from mom.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-29
S63 Uniform Securities Agent State Law Examination 2004-03-11
  • S66 Uniform Combined State Law Examination
    2007-01-29
  • S63 Uniform Securities Agent State Law Examination
    2004-03-11
Other Names
  • Ana Maria Lezcano
  • Ana M Saavedra

View on SEC IAPD

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