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Edward Jones

Asheville, NC

CRD 6684502

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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 2018-12-13
NC RA APPROVED 2016-11-25
  • TX RA
    APPROVED_RES
    Since 2018-12-13
  • NC RA
    APPROVED
    Since 2016-11-25

Branch Locations

900 Hendersonville Rd Ste 104, Asheville, NC 28803 • 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 08/2016 Present
Uber San Francisco CA 05/2015 11/2016
  • 08/2016 → Present
    Edward Jones
    St Louis, MO
  • 05/2015 → 11/2016
    Uber
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-24
  • S66 Uniform Combined State Law Examination
    2016-09-24

View on SEC IAPD

Nearby Firms

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CETERA INVESTMENT ADVISERS LLC
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Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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