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Jonathan Wayne Johnston

Edward Jones

Lancaster, SC

Charlotte, NC

CRD 6989555

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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
NC RA APPROVED 2019-01-03
SC RA APPROVED 2018-10-08
  • NC RA
    APPROVED
    Since 2019-01-03
  • SC RA
    APPROVED
    Since 2018-10-08

Branch Locations

Lancaster, SC • United States

10715 Sikes Pl Suite 110, Charlotte, NC 28277-8210 • 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 08/2018 Present
Retired From Duke Enegy Fort Mill SC 04/2018 08/2018
Duke Energy Charlotte NC 06/1980 04/2018
  • 08/2018 → Present
    Edward Jones
    St Louis, MO
  • 04/2018 → 08/2018
    Retired From Duke Enegy
    Fort Mill, SC
  • 06/1980 → 04/2018
    Duke Energy
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-05
  • S66 Uniform Combined State Law Examination
    2018-10-05

View on SEC IAPD

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