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Joshua David Schweiger

Edward Jones

Signal Mountain, TN

Chattanooga, TN

CRD 7038500

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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
TN RA APPROVED 2019-01-23
  • TN RA
    APPROVED
    Since 2019-01-23

Branch Locations

Signal Mountain, TN • United States

3702 Dayton Blvd Ste 104, Chattanooga, TN 37415-4009 • 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 11/2018 Present
Bankerslife Chattanooga TN 08/2017 10/2018
Mississippi College Clinton MS 05/2015 07/2017
  • 11/2018 → Present
    Edward Jones
    St Louis, MO
  • 08/2017 → 10/2018
    Bankerslife
    Chattanooga, TN
  • 05/2015 → 07/2017
    Mississippi College
    Clinton, MS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-19
  • S66 Uniform Combined State Law Examination
    2019-01-19

View on SEC IAPD

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