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Veronica Estrada

Edward Jones

Alvin, TX

CRD 4151191

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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 2021-04-19
  • TX RA
    APPROVED
    Since 2021-04-19

Branch Locations

100 N Gordon St, Alvin, TX 77511 • 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
Swbc Investment Services San Antonio TX 07/2009 07/2017
Edward Jones St.LOuis MO 10/2017 03/2021
Edward Jones St. Louis MO 03/2021 Present
  • 07/2009 → 07/2017
    Swbc Investment Services
    San Antonio, TX
  • 10/2017 → 03/2021
    St.LOuis, MO
  • 03/2021 → Present
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-15
S63 Uniform Securities Agent State Law Examination 2002-05-09
  • S66 Uniform Combined State Law Examination
    2021-04-15
  • S63 Uniform Securities Agent State Law Examination
    2002-05-09

View on SEC IAPD

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