Best Investors Account Sign in

Todd Polley

Edward Jones

Sun City, AZ

CRD 7376923

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 2021-11-18
AZ RA APPROVED 2021-08-11
  • TX RA
    APPROVED
    Since 2021-11-18
  • AZ RA
    APPROVED
    Since 2021-08-11

Branch Locations

13622 N 99Th Avenue, Sun City, AZ 85351 • 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 06/2021 Present
The Church Of Jesus Christ Of Latter Day Saints Seoul 07/2015 07/2017
Brigham Young University Provo UT 09/2017 01/2018
Nuskin Provo UT 01/2018 05/2019
Patri Springville UT 05/2019 09/2019
Blue Raven Solar Orem UT 09/2019 11/2019
Podium Lehi UT 11/2019 02/2020
Weave Lehi UT 05/2020 08/2020
Owlet Lehi UT 09/2020 05/2021
  • 06/2021 → Present
    St Louis, MO
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Seoul
  • 09/2017 → 01/2018
    Brigham Young University
    Provo, UT
  • 01/2018 → 05/2019
    Nuskin
    Provo, UT
  • 05/2019 → 09/2019
    Patri
    Springville, UT
  • 09/2019 → 11/2019
    Blue Raven Solar
    Orem, UT
  • 11/2019 → 02/2020
    Podium
    Lehi, UT
  • 05/2020 → 08/2020
    Weave
    Lehi, UT
  • 09/2020 → 05/2021
    Owlet
    Lehi, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
  • S66 Uniform Combined State Law Examination
    2021-08-09
Other Names
  • Todd Woodland Polley

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sun City, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor