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Nikolette Elizabeth Mcroberts Legg

Edward Jones

Bonney Lake, WA

Federal Way, WA

CRD 6657084

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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 2024-10-22
WA RA APPROVED 2020-09-21
  • TX RA
    APPROVED_RES
    Since 2024-10-22
  • WA RA
    APPROVED
    Since 2020-09-21

Branch Locations

Bonney Lake, WA • United States

33801 First Way South Ste #110, Federal Way, WA 98003-4546 • 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 Federal Way WA 06/2016 06/2020
Edward Jones St. Louis MO 06/2020 Present
Fullaway Lamphere & Suave Fife WA 06/2018 08/2018
Edward Jones St. Louis MO 05/2019 07/2019
Aswsu Senate Pullman WA 01/2017 02/2018
Full Time Student Fife & Pullman WA 05/2010 05/2020
  • 06/2016 → 06/2020
    Federal Way, WA
  • 06/2020 → Present
    St. Louis, MO
  • 06/2018 → 08/2018
    Fullaway Lamphere & Suave
    Fife, WA
  • 05/2019 → 07/2019
    St. Louis, MO
  • 01/2017 → 02/2018
    Aswsu Senate
    Pullman, WA
  • 05/2010 → 05/2020
    Full Time Student
    Fife & Pullman, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-18
  • S66 Uniform Combined State Law Examination
    2020-09-18

View on SEC IAPD

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