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Paul Thomas Berardo

Edward Jones

Ewa Beach, HI

CRD 5408412

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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 2018-12-04
HI RA APPROVED 2012-04-24
  • TX RA
    APPROVED_RES
    Since 2018-12-04
  • HI RA
    APPROVED
    Since 2012-04-24

Branch Locations

Ewa Beach, HI • 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 09/2007 Present
Previous Registrations
  • 2008-01-10 → 2010-05-28
    Edward Jones
    St Louis, MO
    Kapolei, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-04
  • S66 Uniform Combined State Law Examination
    2008-01-04
Other Names
  • Paul Thomas Berardo

View on SEC IAPD

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