John B Frahm

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

• 12/2015 → 12/2020
  Saybrus Equity Services, Inc.
  Austin, TX
• 01/2021 → 12/2021
  American National Life Insurance Company
  Galveston, TX
• 01/2022 → 09/2022
  Costar Group
  San Antonio, TX
• 10/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2014-01-13 → 2014-12-31
  Vsr Financial Services, Inc.
  Shawnee, KS
  Overland Park, KS
• 2011-09-28 → 2012-02-22
  New England Securities
  Austin, TX
• 2007-05-18 → 2011-08-31
  Equitable Advisors, Llc
  Austin, TX
• 2007-04-03 → 2007-05-08
  Wells Fargo Investments, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2005-09-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John Ballard Frahm