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Jesse Climer

Edward Jones

Firestone, CO

CRD 7297959

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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 2025-01-24
CO RA APPROVED 2024-11-15
  • TX RA
    APPROVED
    Since 2025-01-24
  • CO RA
    APPROVED
    Since 2024-11-15

Branch Locations

8350 Colorado Blvd Ste 130, Firestone, CO 80504 • 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 Longmont CO 10/2020 09/2024
Brinker International - Chili's Lafayette CO 04/2023 09/2024
Pacific Dental Services Irvine CA 11/2010 10/2020
Edward Jones St Louis MO 09/2024 Present
  • 10/2020 → 09/2024
    Longmont, CO
  • 04/2023 → 09/2024
    Brinker International - Chili's
    Lafayette, CO
  • 11/2010 → 10/2020
    Pacific Dental Services
    Irvine, CA
  • 09/2024 → Present
    St Louis, MO
Other Businesses

Brinker Intl - Chili's Type: Restaurant Date: 04/14/23 Title: Food Runner Trad Hrs: 0 Tot Hrs: 10 Desc: Food Running - Expediting - Bussing Tables - other restaurant duties City-State: Lafayette CO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2024-11-11
Other Names
  • Jesse Climer
  • Jesse Wynn Climer

View on SEC IAPD

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