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Christopher Feliz

Edward Jones

Dumont, NJ

Irvington, NY

CRD 6044368

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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 2021-07-29
NY RA APPROVED 2021-05-17
MO RA APPROVED 2021-03-18
  • TX RA
    APPROVED
    Since 2021-07-29
  • NY RA
    APPROVED
    Since 2021-05-17
  • MO RA
    APPROVED
    Since 2021-03-18

Branch Locations

Dumont, NJ • United States

19 Main Street, Irvington, NY 10533 • 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
Commonfund Securities Inc Wilton CT 08/2017 01/2021
Barclays Services Corporation New York NY 03/2015 08/2017
Edward Jones Yonkers NY 02/2021 Present
  • 08/2017 → 01/2021
    Commonfund Securities Inc
    Wilton, CT
  • 03/2015 → 08/2017
    Barclays Services Corporation
    New York, NY
  • 02/2021 → Present
    Edward Jones
    Yonkers, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-17
S63 Uniform Securities Agent State Law Examination 2018-11-27
  • S66 Uniform Combined State Law Examination
    2021-03-17
  • S63 Uniform Securities Agent State Law Examination
    2018-11-27

View on SEC IAPD

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