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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
3015 Napier Park Suite 102, Shavano Park, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan | San Antonio | TX | 06/2016 | 07/2021 |
| Consumer Directed Services | San Antonio | TX | 11/2017 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 06/2021 | 04/2022 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 04/2022 | 01/2024 |
| San Antonio College | San Antonio | TX | 08/2013 | 06/2017 |
| Edward Jones | St. Louis | MO | 02/2024 | Present |
Consumer Directed Services Type of business: Take care of my dad San Antonio, TX Start date: 11/17/2017 Home provider Hours per week: 20 Hours during trading: 0 i help my dad with daily activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
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