Haley Lane Plumley

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	2023-12-11
NC	RA	APPROVED	2021-06-22

TX RA
APPROVED_RES

Since 2023-12-11
NC RA
APPROVED

Since 2021-06-22

Branch Locations

230 New Fidelity Court, Garner, NC 27529 • 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	04/2021	Present
Fidelity Bank	Fuquay Varina	NC	11/2014	04/2021
The Mason Jar Tavern	Fuquay Varina	NC	05/2015	02/2021

04/2021 → Present

Edward Jones

St Louis, MO
11/2014 → 04/2021

Fidelity Bank

Fuquay Varina, NC
05/2015 → 02/2021

The Mason Jar Tavern

Fuquay Varina, NC

Other Businesses

The Mason Jar Tavern Type of business: Restaurant Fuquay Varina, NC Start date: 5/9/2015 Server/Bartender Hours per week: 5 Hours during trading: 0 Serve tables, bartend*** Town of Angier Type: Date: 09/01/21 Title: Planning Board Associate Trad Hrs: 0 Tot Hrs: 0 Desc: Helping an advisory team determine which opportunities for growth would be most optimal for the town of Angier. City-State: Angier NC"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-21

S66 Uniform Combined State Law Examination

2021-06-21

Designations

Certified Financial Planner

Other Names

Haley Lane Norris

View on SEC IAPD