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Angela Leann Morales

Edward Jones

Ardmore, OK

CRD 6494312

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
OK RA APPROVED 2015-09-24
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • OK RA
    APPROVED
    Since 2015-09-24

Branch Locations

609 W Main, Ardmore, OK 73401 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2015 Present
Other Businesses

Morales Rentals Type of business: rental property Ardmore, OK Start date: 8/1/2013 owner Hours per week: 0 Hours during trading: 0 Call for services when there is maintenance to be done. * "Ardmore City Schools Type: Date: 01/01/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Scorebook for high school games City-State: Ardmore OK"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-03
  • S66 Uniform Combined State Law Examination
    2015-08-03
Other Names
  • Jackson

View on SEC IAPD

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