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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-03 |
Branch Locations
Morgan Hill, CA • United States
275 Tennant Avenue Suite 205, Morgan Hill, CA 95037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.MOrgan Securities Llc | Morgan Hill | CA | 05/2018 | 10/2022 |
| Doosan Power Systems Americas Llc | Atlanta | GA | 09/2013 | 12/2019 |
| Bank Of America/Merrill Lynch | Morgan Hill | CA | 10/2022 | 09/2024 |
| Edward Jones | St. Louis | MO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
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