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Paul Atondo

Edward Jones

Grants Pass, OR

CRD 6552678

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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 2024-04-17
OR RA APPROVED 2024-02-19
  • TX RA
    APPROVED
    Since 2024-04-17
  • OR RA
    APPROVED
    Since 2024-02-19

Branch Locations

116 Ne Steiger St, Grants Pass, OR 97526-1312 • 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
Jp Morgan Grants Pass OR 08/2015 09/2019
Doterra Grants Pass OR 10/2015 08/2023
Edward Jones St Louis MO 09/2023 Present
Atondo Llc. Grants Pass OR 09/2019 Present
  • 08/2015 → 09/2019
    Jp Morgan
    Grants Pass, OR
  • 10/2015 → 08/2023
    Doterra
    Grants Pass, OR
  • 09/2023 → Present
    St Louis, MO
  • 09/2019 → Present
    Atondo Llc.
    Grants Pass, OR
Other Businesses

Atondo, LLC Type of business: Real Estate Grants Pass, OR Start date: 8/1/2020 Sole Managing Member Hours per week: 0 Hours during trading: 0 I am planning to let my real estate licenses go and will maintain my LLC for future personal property purchases.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-09
S63 Uniform Securities Agent State Law Examination 2015-11-12
  • S66 Uniform Combined State Law Examination
    2024-02-09
  • S63 Uniform Securities Agent State Law Examination
    2015-11-12
Other Names
  • Paul M Atondo
  • Paul Atondo
  • Paul Michael Atondo

View on SEC IAPD

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