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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-01 |
Branch Locations
2100 S Kensington Dr Ste 2, Appleton, WI 54915 • 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 |
|---|---|---|---|---|
| Thedacare Physicians | Appleton | WI | 02/2016 | 02/2017 |
| Gsf Mortgage | Iola | WI | 02/2015 | 12/2016 |
| Thrivent Investment Management Inc | Greenville | WI | 03/2017 | 12/2020 |
| Thrivent Financial | Appleton | WI | 03/2017 | 08/2017 |
| Thrivent Financial | Appleton | WI | 08/2017 | 12/2020 |
| Edward Jones | St. Louis | MO | 12/2020 | Present |
Bethany Nursing Home Type: Health Care Facility Date: 02/01/11 Title: Nursing Dept Trad Hrs: 16 Tot Hrs: 16 Desc: assisting residents with activities of daily living City-State: Waupaca WI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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