Lori Jean Black

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
OR	RA	APPROVED	2012-12-10

OR RA
APPROVED

Since 2012-12-10

Branch Locations

4200 Sw Mercantile Dr Suite 760, Lake Oswego, OR 97035 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MS	10/2012	Present

10/2012 → Present

Edward Jones

St Louis, MS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-07

S66 Uniform Combined State Law Examination

2012-12-07

Other Names

Lori Jean Garrett
Lori Jean Glennie
Lori Jean Black-Glennie

View on SEC IAPD

Employer firm

Current Employers

Edward Jones

Disclosures

Employment History

Exams

Other Names

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