Joshua Marino

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	2024-08-23
NY	RA	APPROVED	2023-01-20

TX RA
APPROVED_RES

Since 2024-08-23
NY RA
APPROVED

Since 2023-01-20

Branch Locations

533 Montauk Hwy, East Moriches, NY 11940-1241 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	04/2016	01/2023
Bank Of America, N.A.	Melville	NY	05/2016	01/2023
Edward Jones	St Louis	MO	01/2023	Present

04/2016 → 01/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
05/2016 → 01/2023

Bank Of America, N.A.

Melville, NY
01/2023 → Present

Edward Jones

St Louis, MO

Previous Registrations

2016-04-19 → 2023-01-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverhead, NY

Melville, NY
2013-07-30 → 2016-05-02

Morgan Stanley

Riverhead, NY

Melville, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-18

S66 Uniform Combined State Law Examination

2013-07-18

Designations

Chartered Financial Consultant

Other Names

Joshua R Marino
Joshua Marino

View on SEC IAPD