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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED_RES | 2025-06-20 |
Branch Locations
17 S Old Rand Rd Ste A, Lake Zurich, IL 60047 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Lake Zurich | IL | 07/2010 | 06/2025 |
| Wilfred Wax | Wheaton | IL | 12/2015 | 09/2022 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-18 |
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