Joshua Harrison Rifkin

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_RES	2021-11-23
FL	RA	APPROVED	2019-05-09

TX RA
APPROVED_RES

Since 2021-11-23
FL RA
APPROVED

Since 2019-05-09

Branch Locations

2477 Stickney Point Rd Suite 107-B, Sarasota, FL 34231 • United States

Disclosures

1 disclosure category 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 No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2019	Present
Red Lobster	Sarasota	FL	07/2016	03/2019
Rifkin Nutrition	Sarasota	FL	10/2017	11/2018

03/2019 → Present

Edward Jones

St Louis, MO
07/2016 → 03/2019

Red Lobster

Sarasota, FL
10/2017 → 11/2018

Rifkin Nutrition

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-06

S66 Uniform Combined State Law Examination

2019-05-06

Other Names

Joshua Rifkin

View on SEC IAPD