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Joel Martin Dunbar

Edward Jones

San Luis Obispo, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-20
CA RA APPROVED 2024-03-08
  • TX RA
    APPROVED_RES
    Since 2025-02-20
  • CA RA
    APPROVED
    Since 2024-03-08

Branch Locations

1347 Monterey Street, San Luis Obispo, CA 93401 • 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
Aig Valic Paso Robles CA 05/2015 01/2017
Scottrade, Inc. San Luis Obispo CA 01/2017 02/2018
Td Ameritrade San Luis Obispo CA 12/2017 05/2018
Lpl Financial, Llc Atascadero CA 06/2018 10/2021
Altaone Federal Credit Union Bakersfield CA 06/2018 03/2019
Golden 1 Credit Union Atascadero CA 03/2019 10/2021
Ameriprise Financial Services, Llc Minneapolis MN 12/2021 12/2023
Edward Jones St. Louis MO 03/2024 Present
  • 05/2015 → 01/2017
    Aig Valic
    Paso Robles, CA
  • 01/2017 → 02/2018
    Scottrade, Inc.
    San Luis Obispo, CA
  • 12/2017 → 05/2018
    Td Ameritrade
    San Luis Obispo, CA
  • 06/2018 → 10/2021
    Atascadero, CA
  • 06/2018 → 03/2019
    Altaone Federal Credit Union
    Bakersfield, CA
  • 03/2019 → 10/2021
    Golden 1 Credit Union
    Atascadero, CA
  • 12/2021 → 12/2023
    Minneapolis, MN
  • 03/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2022-05-12 → 2023-12-24
    Minneapolis, MN
    Minneapolis, MN
  • 2018-06-04 → 2021-11-12
    Bakersfield, CA
    Boron, CA
    Tehachapi, CA
    California City, CA
    Kernville, CA
    Lake Isabella, CA
    Bakersfield, CA
    Bishop, CA
    Lone Pine, CA
    Ridgecrest, CA
    Ridgecrest, CA
    Atascadero, CA
    Bakersfield, CA
    Los Angeles, CA
    San Luis Obispo, CA
    Ontario, CA
    Paso Robles, CA
    Goleta, CA
    San Mateo, CA
    Oakland, CA
    Gilroy, CA
    San Francisco, CA
    San Francisco, CA
    Oakland, CA
    San Francisco, CA
    Salinas, CA
    San Jose, CA
  • 2018-02-27 → 2018-06-08
    Td Ameritrade, Inc.
    San Luis Obispo, CA
  • 2018-02-26 → 2018-06-08
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-01-17 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2015-05-05 → 2017-01-11
    Glendale, CA
    Woodland Hills, CA
  • 2014-07-03 → 2015-04-20
    San Luis Obispo, CA
    Los Osos, CA
  • 2014-02-14 → 2014-06-04
    Santa Maria, CA
    San Diego, CA
  • 2013-01-01 → 2014-02-21
    San Luis Obispo, CA
Other Businesses

Legends Salon Type of business: Salon Atascadero, CA Date: 01/01/21 Co-Owner Hours per week: 0 Hours during trading: 0 My wife is the owner, I am listed as co-owner on the business license but I do not hold any responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-27
  • S66 Uniform Combined State Law Examination
    2012-12-27
Other Names
  • Joel M Dunbar
  • Joel Dunbar

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