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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
| UT | RA | APPROVED | 2021-11-12 |
Branch Locations
9815 S Monroe St Suite 201, Sandy, UT 84070-4296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2021 | Present |
| Young Mazda | South Ogden | UT | 12/2020 | 08/2021 |
| Valpak Of Northern Utah | Roy | UT | 08/2018 | 12/2020 |
| Clinton City Public Works | Clinton | UT | 05/2018 | 09/2018 |
| Mountain Land Rehabilitation | Ogden | UT | 04/2019 | 08/2019 |
| Weber State University Campus Recreation | Ogden | UT | 03/2017 | 03/2019 |
| Fairfield Village Of Layton | Layton | UT | 08/2016 | 01/2017 |
| Memory Lane Care Center | Farr West | UT | 01/2017 | 02/2017 |
| Davis School District | Clearfield | UT | 05/2017 | 05/2020 |
| Weber State University | Ogden | UT | 08/2016 | 12/2020 |
| Doordash Inc | Salt Lake City | UT | 09/2020 | 05/2021 |
The Wellness Farm Foundation Bluffdale, UT Start date: 6/17/2024 Treasurer Hours per week: 0 Hours during trading: 0 I'm the treasurer of the board, which involves signing off on financial decisions, occasionally reviewing bank accounts and financial statements on Quickbooks, and coordinating with company accountant to ensure things are running smoothly. I do this under the guidance of the board chair. Midwest Housing Type of business: Real Estate Holding Clinton, UT Start date: 12/25/2021 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-07 |
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