Terry White

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	2019-01-15
AL	RA	APPROVED	2011-10-24

TX RA
APPROVED_RES

Since 2019-01-15
AL RA
APPROVED

Since 2011-10-24

Branch Locations

Decatur, AL • 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	St Louis	MO	07/2011	Present

07/2011 → Present

Edward Jones

St Louis, MO

Other Businesses

Rental Properties Real Estate Decatur, AL Start date: 10/1/2014 Hours per week: 1 Hours during trading: 0 one property managed by myself. Retirement Systems of Alabama Montgomery, AL Start date: 7/29/2011 Hours per week: 0 Hours during trading: 0 Owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-08-27

S66 Uniform Combined State Law Examination

2011-08-27

View on SEC IAPD