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Joshua Zebley

Edward Jones

Lompoc, CA

CRD 6988923

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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 2019-01-14
CA RA APPROVED 2018-09-21
  • TX RA
    APPROVED
    Since 2019-01-14
  • CA RA
    APPROVED
    Since 2018-09-21

Branch Locations

433 North H St Suite A, Lompoc, CA 93436-5340 • 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
California Polytechnic State University San Luis Obispo CA 09/2016 06/2018
Dominos Atascadero CA 03/2018 06/2018
Umpqua Bank Templeton CA 09/2017 03/2018
Dominos Atascadero CA 01/2017 08/2017
Coasthills Credit Union Lompoc CA 07/2015 09/2016
Dominos Atascadero CA 05/2018 06/2018
  • 07/2018 → Present
    Edward Jones
    St Louis, MO
  • 09/2016 → 06/2018
    California Polytechnic State University
    San Luis Obispo, CA
  • 03/2018 → 06/2018
    Dominos
    Atascadero, CA
  • 09/2017 → 03/2018
    Umpqua Bank
    Templeton, CA
  • 01/2017 → 08/2017
    Dominos
    Atascadero, CA
  • 07/2015 → 09/2016
    Coasthills Credit Union
    Lompoc, CA
  • 05/2018 → 06/2018
    Dominos
    Atascadero, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-20
  • S66 Uniform Combined State Law Examination
    2018-09-20

View on SEC IAPD

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Nearby Offices

EDWARD JONES · LOMPOC, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LOMPOC, CA
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