Andrew David Loe

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-09-30
WA	RA	APPROVED	2020-06-22

TX RA
APPROVED

Since 2020-09-30
WA RA
APPROVED

Since 2020-06-22

Branch Locations

702 S Hill Park Dr Suite 104, Puyallup, WA 98373 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2020	Present
Reflex Flooring Llc	Edgewood	WA	08/2017	04/2020
Ground Flooring	Edgewood	WA	02/2012	07/2017
Acorn Brewing	Edgewood	WA	01/2019	02/2020

04/2020 → Present

Edward Jones

St Louis, MO
08/2017 → 04/2020

Reflex Flooring Llc

Edgewood, WA
02/2012 → 07/2017

Ground Flooring

Edgewood, WA
01/2019 → 02/2020

Acorn Brewing

Edgewood, WA

Other Businesses

Reflex Flooring Type of business: polished concrete Milton, WA Start date: 8/1/2017 general manager Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-19

S66 Uniform Combined State Law Examination

2020-06-19

Other Names

Andy Loe

View on SEC IAPD