Best Investors
Account
Sign in
Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-18 |
Branch Locations
200 W Summit Ave Suite 200, Wales, WI 53183 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2021 | Present |
| Advia Credit Union | Elkhorn | WI | 03/2021 | 07/2021 |
| Doordash | Lake Geneva | WI | 06/2020 | 03/2021 |
| Tastefully Simple | Lake Geneva | WI | 06/2020 | 03/2021 |
| Intersport | Chicago | IL | 02/2020 | 03/2020 |
| Damen Student Center - Loyola University Chicago | Chicago | IL | 08/2017 | 05/2020 |
| Loyola University Chicago Athletics | Chicago | IL | 08/2017 | 05/2020 |
| Simple Llc | Lake Geneva | WI | 05/2016 | 06/2023 |
| Fitzgerald's Fish Boil | Genoa City | WI | 01/2016 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
Reach out to this advisor