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Andrea Jo Yoder

Edward Jones

Sweet Home, OR

CRD 6592107

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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 2025-05-14
OR RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2025-05-14
  • OR RA
    APPROVED
    Since 2024-10-01

Branch Locations

1195 Main St, Sweet Home, OR 97386 • 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
Edward Jones Sweet Home OR 01/2016 04/2024
Edward Jones Sweet Home OR 04/2024 Present
Stacey D Mealer, Attorney Sweet Home OR 10/2020 04/2024
  • 01/2016 → 04/2024
    Edward Jones
    Sweet Home, OR
  • 04/2024 → Present
    Edward Jones
    Sweet Home, OR
  • 10/2020 → 04/2024
    Stacey D Mealer, Attorney
    Sweet Home, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2024-09-30
Other Names
  • Andrea Jo Davenport

View on SEC IAPD

Nearby Firms

KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Jeffrey Dale Canfield
Kevin Mitchell
Ellie A Phillips

Nearby Offices

EDWARD JONES · SWEET HOME, OR
EDWARD JONES · LEBANON, OR
EDWARD JONES · LEBANON, OR

More in Sweet Home, OR

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