Adam Lorenzo Cabrera

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	2021-07-09
MN	RA	APPROVED	2013-11-20

TX RA
APPROVED_RES

Since 2021-07-09
MN RA
APPROVED

Since 2013-11-20

Branch Locations

38830 Forest Blvd Ste A, North Branch, MN 55056-6116 • 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 Yes
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	03/2012	Present

03/2012 → Present

Edward Jones

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-27

S66 Uniform Combined State Law Examination

2012-04-27

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Edward Jones

Disclosures

Employment History

Exams

Designations

Nearby Firms

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