Joni Carlisle

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	2022-05-12
OR	RA	APPROVED	2015-09-23

TX RA
APPROVED_RES

Since 2022-05-12
OR RA
APPROVED

Since 2015-09-23

Branch Locations

Camas, WA • United States

111 Sw 5Th Avenue Suite 2650, Portland, OR 97204 • 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	Portland	OR	05/2015	Present
Oregon Air National Guard	Portland	OR	01/2015	Present

05/2015 → Present

Edward Jones

Portland, OR
01/2015 → Present

Oregon Air National Guard

Portland, OR

Other Businesses

US Air Force Type of business: Military - JA Joint Base Pearl Harbor-Hickam, HI Start date: 11/1/2021 Reservist Hours per week: 3 Hours during trading: 1 legal work for air force higher headquarters. Number of hours worked per week is average - minimum of 4 weeks per year. VA Janesville, WI Start date: 1/1/2015 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-21

S66 Uniform Combined State Law Examination

2015-07-21

Designations

Certified Financial Planner

Other Names

Joni Desha Holder
Joni Carlisle
Joni Desha Carlisle

View on SEC IAPD