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Chad Allen Page

Edward Jones

Ozark, MO

CRD 4917680

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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_RES 2019-01-09
MO RA APPROVED 2014-03-17
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • MO RA
    APPROVED
    Since 2014-03-17

Branch Locations

1709 James River Rd, Ozark, MO 65721 • 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 01/2014 Present
Trivita Scottsdale AZ 07/1999 Present
  • 01/2014 → Present
    Edward Jones
    St Louis, MO
  • 07/1999 → Present
    Trivita
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-14
S63 Uniform Securities Agent State Law Examination 2005-12-16
  • S66 Uniform Combined State Law Examination
    2014-03-14
  • S63 Uniform Securities Agent State Law Examination
    2005-12-16

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Nearby Investors

ERIC J GAISFORD
GARY SCOTT FRANKLIN
Aaron Patrick Morrison

Nearby Offices

OSAIC WEALTH, INC. · OZARK, MO
EDWARD JONES · OZARK, MO
EDWARD JONES · OZARK, MO

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