Andrew Norman Bok

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2010 → 01/2019
  The Csm Group
  Kalamazoo, MI

Other Businesses

WSB Properties Type: Rental Date: 12/31/18 Title: Limited partner Trad Hrs: 0 Tot Hrs: 0 Desc: None City-State: Grand Rapids MI*** WSB Properties Type: Rental property Date: 11/14/18 Title: Minority Equity Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Minority equity owner in rental property. City-State: Grand Rapids MI*** WSB Properties Type of business: Rental property Grand Rapids, MI Start date: 11/14/2018 Minority Equity Owner Hours per week: 0 Hours during trading: 0 Property currently being renovated.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-16

Designations

• Certified Financial Planner