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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 | 2024-06-10 |
| VA | RA | APPROVED | 2024-03-18 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Roanoke | VA | 12/2011 | 03/2024 |
| Mutual Of Omaha Investor Services Inc | Omaha | NE | 10/2012 | 03/2024 |
| Edward Jones | St Louis | MO | 03/2024 | Present |
JAM Rental & Management Properties Type of business: Rental Properties Roanoke, VA Start date: 6/1/2023 Owner Hours per week: 1 Hours during trading: 0 vacation property rented out through AIR BNB.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-20 |
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