Dallas J Herold

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	2021-05-28
NJ	RA	APPROVED	2015-04-28

TX RA
APPROVED

Since 2021-05-28
NJ RA
APPROVED

Since 2015-04-28

Branch Locations

14 Ridgedale Ave Ste 255, Cedar Knolls, NJ 07927-1106 • 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

Organization	City	State	From	To
Edward Jones	Morristown	NJ	03/2015	Present

03/2015 → Present

Edward Jones

Morristown, NJ

Other Businesses

"Herold Brothers, LLC Type of business: real estate investment Flanders, NJ Start date: 1/1/1997 Managing Director Hours per week: 0 Hours during trading: 0 I oversee passive rental real estate. " * "Amazon and Apple Books Type: Date: 01/01/14 Title: Trad Hrs: 0 Tot Hrs: 0 Income: 100 Desc: Royalties City-State: Florham Park NJ"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-24

S66 Uniform Combined State Law Examination

2015-04-24

Designations

Certified Financial Planner

Other Names

Dallas John Herold

View on SEC IAPD