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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 2024-08-13
VA RA APPROVED 2024-05-28
  • TX RA
    APPROVED
    Since 2024-08-13
  • VA RA
    APPROVED
    Since 2024-05-28

Branch Locations

3110 Fairview Park Suite 910, Falls Church, VA 22042 • United States

Falls Church, VA • 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 04/2024 Present
The Club At Cress Creek Shepherdstown WV 05/2017 05/2020
Adidas Hagerstown MD 09/2018 12/2020
Burkholder's Baked Goods Sharpsburg MD 04/2020 04/2020
Columbia Sportswear Company Hagerstown MD 05/2021 10/2021
Massmutual Springfield MA 09/2021 10/2022
Massmutual Springfield MA 12/2021 08/2023
Vineyard Vines Cincinnati OH 10/2023 03/2024
School Hagerstown MD 04/2014 06/2020
Fulltime Student Hagerstown MD 01/2021 04/2021
  • 04/2024 → Present
    St Louis, MO
  • 05/2017 → 05/2020
    The Club At Cress Creek
    Shepherdstown, WV
  • 09/2018 → 12/2020
    Adidas
    Hagerstown, MD
  • 04/2020 → 04/2020
    Burkholder's Baked Goods
    Sharpsburg, MD
  • 05/2021 → 10/2021
    Columbia Sportswear Company
    Hagerstown, MD
  • 09/2021 → 10/2022
    Massmutual
    Springfield, MA
  • 12/2021 → 08/2023
    Massmutual
    Springfield, MA
  • 10/2023 → 03/2024
    Vineyard Vines
    Cincinnati, OH
  • 04/2014 → 06/2020
    School
    Hagerstown, MD
  • 01/2021 → 04/2021
    Fulltime Student
    Hagerstown, MD
Other Businesses

MassMutual Type: Insurance Date: 12/01/21 Title: Insurance Broker Trad Hrs: 5 Tot Hrs: 5 Desc: Broker of life and disability insurance products. City-State: McLean VA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-28
  • S66 Uniform Combined State Law Examination
    2024-05-28
Other Names
  • Mason Gumm
  • Mason Barrett Gumm

View on SEC IAPD

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