Adam Robert Grayson

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-08-27
CO	RA	APPROVED	2007-08-08

TX RA
APPROVED_RES

Since 2014-08-27
CO RA
APPROVED

Since 2007-08-08

Branch Locations

755 Hwy 105 Suite G, Palmer Lake, CO 80133 • 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

Organization	City	State	From	To
Edward Jones	Saint Louis	MO	05/2007	Present

05/2007 → Present

Edward Jones

Saint Louis, MO

Other Businesses

ROCKIES CONSULTING GROUP LARKSPUR, CO 80118 SINCE 7/1/2012 ORGANIZATION AND LEADERSHIP DEVELOPMENT EXECUTIVE COACH Grayson Consulting LLC Type of business: Adjunct faculty Larkspur, CO Start date: 8/1/2012 Facilitator/Executive Coach Hours per week: 10 Hours during trading: 8 Education/leadership development work done on a contract basis.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-26

S66 Uniform Combined State Law Examination

2007-07-26

Other Names

Adam Grayson

View on SEC IAPD