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Michelle Alene Chadwick

Edward Jones

South Jordan, UT

CRD 7248459

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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 2022-06-21
UT RA APPROVED 2020-07-08
  • TX RA
    APPROVED
    Since 2022-06-21
  • UT RA
    APPROVED
    Since 2020-07-08

Branch Locations

9978 South Redwood Road Suite 772, South Jordan, UT 84095 • 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 05/2020 Present
Lone Peak Veterinary Draper UT 08/2007 04/2020
Mary Kay Eagle Mountain UT 12/2006 Present
  • 05/2020 → Present
    St Louis, MO
  • 08/2007 → 04/2020
    Lone Peak Veterinary
    Draper, UT
  • 12/2006 → Present
    Mary Kay
    Eagle Mountain, UT
Other Businesses

Mary Kay Type of business: Beauty Consulting Eagle Mountain, UT Start date: 12/21/2006 Beauty Consultant Hours per week: 0 Hours during trading: 0 purchasing own products*** Horse boarding Eagle Mountain, UT Start date: 3/1/2018 property owner Hours per week: 2 Hours during trading: 0 Feed and water horses on my property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-06
  • S66 Uniform Combined State Law Examination
    2020-07-06
Designations
  • Certified Financial Planner
Other Names
  • Michelle Alene Clark
  • Michelle Alene Riggs

View on SEC IAPD

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