Jon William Hauger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Dakota Valley Finance Committee North Sioux City, SD Start date: 8/4/2014 Member Hours per week: 0 Hours during trading: 0 Review and recommend school district budget to be approved by the district Board of Directors. * Sioux Point Professional Partners LLC Type of business: Real Estate Investment Dakota Dunes, SD Start date: 11/6/2007 Managing Member Hours per week: 0 Hours during trading: 0 Paying LLC bills and coordinating meetings. * Saint Teresa of Calcutta Catholic Church Dakota Dunes, SD Start date: 10/1/2020 Finance Committee Member Hours per week: 0 Hours during trading: 0 Review and approve church expenses. Help develop budget. * Hauger Holdings, LLC Type of business: Real Estate Dakota Dunes, SD Start date: 8/23/2021 Member Hours per week: 0 Hours during trading: 0 Desc: FA owned branch office. Collect rent and pay maintenance and utility bills. * Dakota Dunes Commercial Association Dakota Dunes, SD Start date: 9/20/2013 Board Member Hours per week: 0 Hours during trading: 0 The board has responsibility for deciding how Association dues will be allocated and enforcing the landscaping covenants for the commercial tenants. *

Exams

• S66 Uniform Combined State Law Examination
  2006-12-15
• S63 Uniform Securities Agent State Law Examination
  2000-03-15

Designations

• Certified Financial Planner

Other Names

• Jon William Hauger