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Esther Nkem Jonathan-Ufeli

Edward Jones

Sugar Land, TX

CRD 7221032

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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 2024-11-22
  • TX RA
    APPROVED
    Since 2024-11-22

Branch Locations

300 Promenade Way Suite 190, Sugar Land, TX 77478 • 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
Merrill Lynch Houston TX 01/2020 11/2024
Ibc Bank Richmond TX 08/2019 01/2020
Houston Baptist University - Mba Program Houston TX 08/2016 05/2019
Houston Baptist University - Bradshaw Facility Houston TX 09/2018 05/2019
Zenith Bank Plc Victoria Island, Lagos 08/2005 12/2019
Walmart Stores Houston TX 07/2019 08/2019
Bank Of America Na Houston TX 03/2020 11/2024
Edward Jones St Louis MO 11/2024 Present
  • 01/2020 → 11/2024
    Merrill Lynch
    Houston, TX
  • 08/2019 → 01/2020
    Ibc Bank
    Richmond, TX
  • 08/2016 → 05/2019
    Houston Baptist University - Mba Program
    Houston, TX
  • 09/2018 → 05/2019
    Houston Baptist University - Bradshaw Facility
    Houston, TX
  • 08/2005 → 12/2019
    Zenith Bank Plc
    Victoria Island, Lagos
  • 07/2019 → 08/2019
    Walmart Stores
    Houston, TX
  • 03/2020 → 11/2024
    Bank Of America Na
    Houston, TX
  • 11/2024 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04
Other Names
  • Esther Nkem Okoh
  • Esther N Jonathan-Ufeli

View on SEC IAPD

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