Best Investors Account Sign in

Amy Lynn White

Edward Jones

Cary, NC

CRD 7347091

Claim This Profile
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 2023-01-12
NC RA APPROVED 2022-08-30
  • TX RA
    APPROVED
    Since 2023-01-12
  • NC RA
    APPROVED
    Since 2022-08-30

Branch Locations

1616 Evans Rd Suite 201, Cary, NC 27513 • 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 Raleigh NC 03/2021 Present
Dobson And El, Llc Durham NC 11/2019 Present
Fitness Investments Aka Fitness World Durham NC 08/2012 05/2021
Beyond Barriers Personal Training Hillsborough NC 02/2015 06/2019
  • 03/2021 → Present
    Raleigh, NC
  • 11/2019 → Present
    Dobson And El, Llc
    Durham, NC
  • 08/2012 → 05/2021
    Fitness Investments Aka Fitness World
    Durham, NC
  • 02/2015 → 06/2019
    Beyond Barriers Personal Training
    Hillsborough, NC
Other Businesses

"Dobson & El, LLC Type of business: Art Durham, NC Start date: 5/19/2019 Owner, Designer Hours per week: 2 Hours during trading: 0 making, designing, and selling my art at local pop up markets on 1-2 weekends throughout the year." ""BNI RD23 group Type: Date: 01/08/24 Title: Secretary Trad Hrs: 0 Tot Hrs: 0 Desc: secretary responsibilities include printing the agenda and keeping track of weekly presenter. City-State: Raleigh NC"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-27
  • S66 Uniform Combined State Law Examination
    2022-08-27
Other Names
  • Amy Lynn Cox

View on SEC IAPD

More in Cary, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor