Tony William Seery

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Seery Holdings, LLC Type of business: Real Estate Cleburne, TX Start date: 10/16/2020 Owner Hours per week: 1 Hours during trading: 1 Manage the rental properties that I own. * S&L Health, LLC Type of business: Chiropractic Cleburne, TX Start date: 2/21/2025 Owner Hours per week: 10 Hours during trading: 5 I have purchase 3 franchise locations of HealthSource Chiropractic. I have hired an operator to build and run the business. The 3 addresses of the locations are still to be determined. * Keene Seventh-day Adventist Church Keene, TX Start date: 11/1/2022 Member of Finance Committee Hours per week: 0 Hours during trading: 0 Look over the financials that the treasurer prepares and discuss trends and find potential errors we need to fix.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03

Designations

• Certified Financial Planner

Other Names

• Tony Seery