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Morgana Herrera

Edward Jones

Purcellville, VA

CRD 7294636

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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 2022-10-12
VA RA APPROVED 2022-10-03
  • TX RA
    APPROVED
    Since 2022-10-12
  • VA RA
    APPROVED
    Since 2022-10-03

Branch Locations

121 E Main St, Purcellville, VA 20132-3175 • 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 09/2020 Present
National Funding San Diego CA 07/2013 06/2020
  • 09/2020 → Present
    St Louis, MO
  • 07/2013 → 06/2020
    National Funding
    San Diego, CA
Other Businesses

Edward Jones Type: Financial Date: 09/28/20 Title: BOA Trad Hrs: 40 Tot Hrs: 40 Desc: Administrative City-State: Purcellville VA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30
Other Names
  • Morgana Rochelle Hill
  • Morgana Herrera
  • Morgana Rochelle Hill Herrera

View on SEC IAPD

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