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Jeremiah Joseph Haun

Edward Jones

Tomah, WI

CRD 6025872

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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 2025-02-28
WI RA APPROVED 2012-06-11
  • TX RA
    APPROVED
    Since 2025-02-28
  • WI RA
    APPROVED
    Since 2012-06-11

Branch Locations

1115 N Superior Ave Suite 3, Tomah, WI 54660 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2012 Present
Other Businesses

Tomah Rotary Tomah, WI Start date: 10/3/2017 Board Member Hours per week: 0 Hours during trading: 0 General guidance of local chapter. Advisor on the Rotary Foundation Investment Account. **** Young Living Essential Oil Type of business: Essential Oils Lehi, UT Start date: 4/1/2020 Distributor Hours per week: 0 Hours during trading: 0 Essential oil sales commission.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-13
  • S66 Uniform Combined State Law Examination
    2012-04-13
Designations
  • Certified Financial Planner
Other Names
  • Jeremiah Haun

View on SEC IAPD

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