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Jonathan R Cummings

Edward Jones

Caro, MI

CRD 6688422

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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 2023-11-27
MI RA APPROVED 2016-12-02
  • TX RA
    APPROVED_RES
    Since 2023-11-27
  • MI RA
    APPROVED
    Since 2016-12-02

Branch Locations

215 N State St Ste 3, Caro, MI 48723 • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-01
  • S66 Uniform Combined State Law Examination
    2016-10-01
Designations
  • Certified Financial Planner
Other Names
  • Jonathan Ricardo Cummings
  • Jonathan R Cummings
  • Jonathan Ricardo-Manta Cummings
  • Jonathan Ricardo-Mata Cummings

View on SEC IAPD

Nearby Firms

CG ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
CENTAURUS FINANCIAL, INC.

Nearby Investors

THOMAS BERNARD DORAN
Monica Cronin
Barry W Cronin

Nearby Offices

CG ADVISORY SERVICES · CARO, MI
EDWARD JONES · CARO, MI
CETERA INVESTMENT ADVISERS LLC · CARO, MI

More in Caro, MI

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