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Pinkee Harley

Edward Jones

Port Neches, TX

CRD 5282058

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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 2020-07-24
  • TX RA
    APPROVED
    Since 2020-07-24

Branch Locations

2848 Nall Suite B, Port Neches, TX 77651 • 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 03/2020 Present
Texas State University System Beaumont TX 03/2018 02/2020
Ut Physicians Beaumont TX 08/2016 03/2018
  • 03/2020 → Present
    Edward Jones
    St Louis, MO
  • 03/2018 → 02/2020
    Texas State University System
    Beaumont, TX
  • 08/2016 → 03/2018
    Ut Physicians
    Beaumont, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-22
  • S66 Uniform Combined State Law Examination
    2020-07-22
Other Names
  • Pinkee Suresh Patel

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Devin Richard Harley
Olin Gene Clotiaux
James Albert Walling

Nearby Offices

EDWARD JONES · PORT NECHES, TX
EDWARD JONES · PORT NECHES, TX
LPL FINANCIAL LLC · PORT NECHES, TX

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