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Josiah Altis

Edward Jones

St Louis, MO

CRD 7323718

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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 2021-05-07
MO RA APPROVED 2021-03-03
  • TX RA
    APPROVED
    Since 2021-05-07
  • MO RA
    APPROVED
    Since 2021-03-03

Branch Locations

2705 Dougherty Ferry Rd Ste 105, St Louis, MO 63122 • 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
At&T St. Louis MO 07/2011 12/2020
  • 01/2021 → Present
    Edward Jones
    St Louis, MO
  • 07/2011 → 12/2020
    At&T
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-02
  • S66 Uniform Combined State Law Examination
    2021-03-02
Other Names
  • Josiah P Altis
  • Josiah Paul Altis

View on SEC IAPD

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EDWARD JONES · ST LOUIS, MO
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