Jonathon Wesley Lamb

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-10
MI	RA	APPROVED	2021-02-03

TX RA
APPROVED_RES

Since 2025-06-10
MI RA
APPROVED

Since 2021-02-03

Branch Locations

12935 S West Bay Shore Dr Suite 355, Traverse City, MI 49686 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2020	Present
Traverse City Country Club	Traverse City	MI	05/2012	11/2020

11/2020 → Present

Edward Jones

St Louis, MO
05/2012 → 11/2020

Traverse City Country Club

Traverse City, MI

Other Businesses

Cultivation court LLC Type of business: LLC Traverse City, MI Start date: 10/22/2022 Part Owner Hours per week: 0 Hours during trading: 0 Set up an LLC with some close friends * Kiwanis of Traverse City Traverse City, MI Start date: 6/10/2025 Youth Services Committee Chair Hours per week: 0 Hours during trading: 0 Responsibilities include distributing money from fund raising events to youth service partners in the area. *

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-02

S66 Uniform Combined State Law Examination

2021-02-02

View on SEC IAPD