Jose Luis Ledesma

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-03
WA	RA	APPROVED	2020-04-03

TX RA
APPROVED

Since 2020-04-03
WA RA
APPROVED

Since 2020-04-03

Branch Locations

Blaine, WA • United States

2417 Meridian St Suite 104, Bellingham, WA 98225 • 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

Organization	City	State	From	To
Unemployment	Burlington	WA	08/2018	10/2018
United States Marine Corps	Washington Dc	DC	07/1998	07/2018
Axa Advisors, Llc	New York	NY	10/2018	04/2020
Edward Jones	St. Louis	MO	04/2020	Present

08/2018 → 10/2018

Unemployment

Burlington, WA
07/1998 → 07/2018

United States Marine Corps

Washington Dc, DC
10/2018 → 04/2020

Axa Advisors, Llc

New York, NY
04/2020 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2020-02-13 → 2020-04-08

Equitable Advisors, Llc

Burlington, WA

Bellevue, WA

Bellevue, WA

Other Businesses

Airbnb - Short Term Rental Type: Rental of Primary Residence Date: 04/15/24 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Host of airbnb property City-State: Bellingham WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-10
S63	Uniform Securities Agent State Law Examination	2018-09-15

S66 Uniform Combined State Law Examination

2020-02-10
S63 Uniform Securities Agent State Law Examination

2018-09-15

Designations

Chartered Financial Consultant

Other Names

Jose Ledesma

View on SEC IAPD