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Cheryl Lori Batdorf

Edward Jones

Lebanon, PA

CRD 6593643

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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_RES 2018-12-19
PA RA APPROVED 2016-04-25
  • TX RA
    APPROVED_RES
    Since 2018-12-19
  • PA RA
    APPROVED
    Since 2016-04-25

Branch Locations

1501 E Cumberland St Suite 4, Lebanon, PA 17042 • 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 Saint Louis MO 01/2016 Present
Other Businesses

"Harrisburg Area Community College Type of business: Education Harrisburg, PA Start date: 3/13/2017 Adjunct Instructor Hours per week: 8 Hours during trading: 0 Provide online course materials and instruction for a Human Resource Management course. " Five Star Storage LLC Type of business: Rental Property Myerstown, PA Start date: 10/2/2023 Co-Owner Hours per week: 1 Hours during trading: 0 Oversight of bookkeeping reports

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-01
  • S66 Uniform Combined State Law Examination
    2016-03-01
Designations
  • Certified Financial Planner
Other Names
  • Cheryl Lori Merkel

View on SEC IAPD

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