Best Investors
Account
Sign in
Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| FL | RA | APPROVED | 2024-05-23 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlotte | NC | 03/2016 | 11/2017 |
| Invesco | Houston | TX | 11/2017 | 01/2020 |
| Alliance Bernstein | Nashville | TN | 01/2020 | 06/2021 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 06/2021 | 12/2022 |
| Invesco | Atlanta | GA | 12/2022 | 04/2024 |
| Edward Jones | St Louis | MO | 04/2024 | Present |
N/A; INVESTMENT RELATED; 1010 W PEACHTREE ST NW APT 824, ATLANTA, 30309, USA; RESIDENTIAL REAL ESTATE - LANDLORD; OWNER; START: 02/2020; 02HR/MO AND 02 HRS DURING TRADING HOURS; MANAGER RESIDENTIAL PROPERTIES. **** Lewis Capital Partners, LLC Type of business: Rental Properties Houston, TX Start date: 1/1/2020 Owner Hours per week: 5 Hours during trading: 0 Maintain properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
Reach out to this advisor