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Jacqueline Shohdy

Edward Jones

Mission Viejo, CA

CRD 5986890

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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_RES 2021-12-20
CA RA APPROVED 2019-11-12
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • CA RA
    APPROVED
    Since 2019-11-12

Branch Locations

26440 La Alameda Suite 380, Mission Viejo, CA 92691-6304 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2019 Present
Orange County's Credit Union Mission Viejo CA 08/2015 09/2019
  • 09/2019 → Present
    St Louis, MO
  • 08/2015 → 09/2019
    Orange County's Credit Union
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-07
S63 Uniform Securities Agent State Law Examination 2011-11-15
  • S66 Uniform Combined State Law Examination
    2019-11-07
  • S63 Uniform Securities Agent State Law Examination
    2011-11-15
Other Names
  • Jacqueline Naim Ghattas
  • Jackie Naim Shohdy
  • Jacqueline N Shohdy
  • Jacqueline Shohdy
  • Jacqueline Naim Shohdy

View on SEC IAPD

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