Aaron David Lockhart

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
CA	RA	APPROVED	2025-02-11
TX	RA	APPROVED	2022-01-20

CA RA
APPROVED

Since 2025-02-11
TX RA
APPROVED

Since 2022-01-20

Branch Locations

Placerville, CA • United States

9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758 • 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	Saint Louis	MO	08/2015	Present
Prima Games, A Division Of Random House Inc.	Roseville	CA	06/2005	Present

08/2015 → Present

Edward Jones

Saint Louis, MO
06/2005 → Present

Prima Games, A Division Of Random House Inc.

Roseville, CA

Other Businesses

Gold Oak Union School District Board of Trustee Placerville, CA Start date: 12/20/2024 Trustee Hours per week: 0 Hours during trading: 0 Guiding school district administration.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-10-03

S66 Uniform Combined State Law Examination

2015-10-03

Other Names

Aaron Lockhart
Aaron David Lockhart

View on SEC IAPD