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Adam M Newmaster

Edward Jones

Independence, MO

CRD 7245723

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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 2021-04-14
MO RA APPROVED 2020-06-23
  • TX RA
    APPROVED
    Since 2021-04-14
  • MO RA
    APPROVED
    Since 2020-06-23

Branch Locations

4721 S Cliff Ave Ste 102, Independence, MO 64055 • 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 04/2020 Present
State Street Bank And Trust Kansas City MO 01/2014 04/2020
  • 04/2020 → Present
    Edward Jones
    St Louis, MO
  • 01/2014 → 04/2020
    State Street Bank And Trust
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-21
  • S66 Uniform Combined State Law Examination
    2020-06-21
Designations
  • Certified Financial Planner
Other Names
  • Adam Newmaster

View on SEC IAPD

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