Best Investors Account Sign in

Phillip Bedford

Edward Jones

Austin, TX

CRD 6983197

Claim This Profile
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 2018-09-21
  • TX RA
    APPROVED
    Since 2018-09-21

Branch Locations

8200 N Mopac Expressway Suite #325, Austin, TX 78759-8849 • 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 Present
Good Shepherd On The Hill, Episcopal Diocese Of Texas Austin TX 08/2017 Present
Kipp Austin Public Schools Austin TX 07/2017 06/2018
Chipotle Mexican Grill Tulsa OK 03/2017 07/2017
Ila Vietnam Ho Chi Minh City 08/2016 03/2017
  • 07/2018 → Present
    Edward Jones
    St Louis, MO
  • 08/2017 → Present
    Good Shepherd On The Hill, Episcopal Diocese Of Texas
    Austin, TX
  • 07/2017 → 06/2018
    Kipp Austin Public Schools
    Austin, TX
  • 03/2017 → 07/2017
    Chipotle Mexican Grill
    Tulsa, OK
  • 08/2016 → 03/2017
    Ila Vietnam
    Ho Chi Minh City
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-20
  • S66 Uniform Combined State Law Examination
    2018-09-20
Other Names
  • Phillip Bedford
  • Phillip Michael Bedford

View on SEC IAPD

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor