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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-11 |
| OR | RA | APPROVED | 2021-01-21 |
Branch Locations
4035 12Th St Cutoff Se Ste 130, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Woodburn | OR | 03/2016 | 11/2016 |
| Key Investment Services | Woodburn | OR | 04/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salem | OR | 11/2016 | 01/2021 |
| Bank Of America, N.A. | Salem | OR | 02/2017 | 01/2021 |
| Edward Jones | St. Louis | MO | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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