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Sonya Barleen

Edward Jones

St. Louis, MO

Clay Center, KS

CRD 6971564

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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
KS RA APPROVED 2019-04-09
  • KS RA
    APPROVED
    Since 2019-04-09

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Clay Center, KS • 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 07/2018 12/2018
Little Players Daycare Clay Center KS 05/2009 05/2018
Colonial Life Leawood KS 02/2019 04/2019
Edward Jones St. Louis MO 04/2019 Present
  • 07/2018 → 12/2018
    St Louis, MO
  • 05/2009 → 05/2018
    Little Players Daycare
    Clay Center, KS
  • 02/2019 → 04/2019
    Colonial Life
    Leawood, KS
  • 04/2019 → Present
    St. Louis, MO
Previous Registrations
  • 2018-10-22 → 2018-12-21
    Prairie Village, KS
    St Louis, MO
Other Businesses

"USD 379 Clay County School District Type of business: Education Clay Center, KS Start date: 8/25/2020 Volleyball Referee Hours per week: 2 Hours during trading: 0 I help referee middle school and high school volleyball games in the evenings and weekends. Only during Fall sports (about 2 months)" "15-24 Brewhouse Type: Restaurant Date: 11/30/23 Title: Bartender/Server Trad Hrs: 0 Tot Hrs: 8 Desc: Bartender and server for restaurant City-State: Clay Center KS"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2018-10-19
Other Names
  • Sonya Lynn Barleen

View on SEC IAPD

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