Best Investors Account Sign in

Nicholas James Bouwman

Edward Jones

Waverly, IA

CRD 7024332

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
IA RA APPROVED 2019-05-06
AZ RA APPROVED 2019-01-18
MO RA APPROVED 2018-12-17
  • IA RA
    APPROVED
    Since 2019-05-06
  • AZ RA
    APPROVED
    Since 2019-01-18
  • MO RA
    APPROVED
    Since 2018-12-17

Branch Locations

155 Cedar River Parkway Suite 113, Waverly, IA 50677 • 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 10/2018 Present
Lanehart Electric Company Alpharetta GA 05/2012 10/2018
Uga Housing Athens GA 05/2018 08/2018
Uga Athletic Association Athens GA 01/2015 05/2018
Uga Housing Athens GA 05/2017 08/2017
  • 10/2018 → Present
    St Louis, MO
  • 05/2012 → 10/2018
    Lanehart Electric Company
    Alpharetta, GA
  • 05/2018 → 08/2018
    Uga Housing
    Athens, GA
  • 01/2015 → 05/2018
    Uga Athletic Association
    Athens, GA
  • 05/2017 → 08/2017
    Uga Housing
    Athens, GA
Other Businesses

NA Type: Rental Date: 01/01/24 Title: Homeowner Trad Hrs: 0 Tot Hrs: 0 Desc: I own a condo and rent to a friend of mine who lives with me. He will move out in July so I will stop receiving income after May. June I'm giving him free since he is moving City-State: Cedar Falls IA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-13
  • S66 Uniform Combined State Law Examination
    2018-12-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Waverly, IA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor