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Mason Edward Tenery

Edward Jones

Dallas, TX

CRD 6677338

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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 2017-01-20
  • TX RA
    APPROVED
    Since 2017-01-20

Branch Locations

8235 Douglas Ave Suite 390, Dallas, TX 75225-6015 • 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 St Louis MO 07/2016 Present
Other Businesses

Baylor University School of Music Board of Advocates Waco, TX Start date: 1/8/2019 Board Member Hours per week: 0 Hours during trading: 0 Attend semi-annual meetings to discuss current state of the School of Music, including upcoming projects, expenses, scholarships, and various other campaigns. Also act as liaisons between students and the School of Music as well as the University.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-21
  • S66 Uniform Combined State Law Examination
    2016-11-21
Designations
  • Certified Financial Planner
Other Names
  • Mason Tenery

View on SEC IAPD

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