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Jeffrey S Carlson

Edward Jones

Amherst, MA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-10
MA RA APPROVED 2019-07-16
  • TX RA
    APPROVED
    Since 2023-05-10
  • MA RA
    APPROVED
    Since 2019-07-16

Branch Locations

100 University Dr First Floor Suite 3, Amherst, MA 01002 • 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
Morgan Stanley Smith Barney Boston MA 06/2009 03/2017
Edward Jones St Louis MO 05/2019 Present
Unemployed Boston MA 03/2017 05/2019
  • 06/2009 → 03/2017
    Morgan Stanley Smith Barney
    Boston, MA
  • 05/2019 → Present
    St Louis, MO
  • 03/2017 → 05/2019
    Unemployed
    Boston, MA
Previous Registrations
Other Businesses

Appalachian Mountain Club Boston, MA Start date: 1/2/2016 Member - Development Committee Hours per week: 0 Hours during trading: 0 Committee responsibilities focus on how to strengthen AMC's long-term fiscal health and mission-delivery through fundraising.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2019-07-08

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