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Edward Jones

Statham, GA

Gainesville, GA

CRD 7319520

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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 2021-11-04
GA RA APPROVED 2021-03-24
  • TX RA
    APPROVED
    Since 2021-11-04
  • GA RA
    APPROVED
    Since 2021-03-24

Branch Locations

Statham, GA • United States

3030 Mc Ever Road Suite 200, Gainesville, GA 30504 • 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 01/2021 Present
United States Marine Corps Camp Lejeune NC 01/2011 12/2020
  • 01/2021 → Present
    St Louis, MO
  • 01/2011 → 12/2020
    United States Marine Corps
    Camp Lejeune, NC
Other Businesses

United States Marine Corps Reserve Type: Military Date: 01/01/21 Title: Intelligence Officer Trad Hrs: 2 Tot Hrs: 2 Desc: I will have to travel to Augusta to conduct periods of reserve service for approximately 3-6 weeks every federal fiscal year, which ends on September 30. My gross annual compensation will vary based on when my unit requests my service, so this number City-State: Augusta GA*** United States Marine Corps Reserve Type of business: Military Aiea, HI Start date: 1/1/2021 Intelligence Officer Hours per week: 4 Hours during trading: 4 I will have to travel to Hawaii to conduct periods of reserve service, known as "drills," for approximately 3-6 weeks between now and the end of the federal fiscal year on September 30. Residential rental property Alexandria, VA Start date: 5/15/2018 Owner-Landlord Hours per week: 1 Hours during trading: 0 My only responsibility is to ensure that the home is habitable and functional for the tenants. Residential Rental Property - Single Family Home Type of business: Real Estate Hoschton, GA Start date: 11/1/2025 Owner/Landlord Hours per week: 0 Hours during trading: 0 I was unable to sell my primary residence in the fall of 2025 after moving to a new primary residence. I received no purchase offers, and desired to avoid continuing to pay two mortgages. I have rented it to tenants on a one-year lease, with the hope of selling it no later than calendar year 2028.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
  • S66 Uniform Combined State Law Examination
    2021-03-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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