Best Investors Account Sign in

Cody Adams

Edward Jones

St. Louis, MO

Broomfield, CO

CRD 7282193

Claim This Profile
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
CO RA APPROVED 2023-02-02
  • CO RA
    APPROVED
    Since 2023-02-02

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Broomfield, CO • 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
Ameriprise Financial Services, Llc Chicago IL 08/2020 01/2023
Duff And Phelps Llc Chicago IL 12/2019 08/2020
Pwc Chicago IL 11/2016 11/2019
Pwc Minneapolis MN 09/2015 10/2016
Edward Jones St Louis MO 01/2023 Present
  • 08/2020 → 01/2023
    Ameriprise Financial Services, Llc
    Chicago, IL
  • 12/2019 → 08/2020
    Duff And Phelps Llc
    Chicago, IL
  • 11/2016 → 11/2019
    Pwc
    Chicago, IL
  • 09/2015 → 10/2016
    Pwc
    Minneapolis, MN
  • 01/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2021-01-11
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor