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Jeremy William Angevine

Edward Jones

Lagrangeville, NY

CRD 7003143

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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_RES 2022-09-08
NY RA APPROVED 2021-06-29
MO RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2022-09-08
  • NY RA
    APPROVED
    Since 2021-06-29
  • MO RA
    APPROVED
    Since 2018-11-02

Branch Locations

1133 Route 55 North Building Suite B, Lagrangeville, NY 12540 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2018 Present
M&T Bank Middletown NY 02/2015 08/2018
Gt's Pro Shop Wappingers Falls NY 10/2010 05/2018
  • 09/2018 → Present
    St Louis, MO
  • 02/2015 → 08/2018
    M&T Bank
    Middletown, NY
  • 10/2010 → 05/2018
    Gt's Pro Shop
    Wappingers Falls, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-01
  • S66 Uniform Combined State Law Examination
    2018-11-01

View on SEC IAPD

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