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Allison Paige O'COnnell

Edward Jones

Coldwater, MI

CRD 7056155

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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
MI RA APPROVED 2023-05-21
  • MI RA
    APPROVED
    Since 2023-05-21

Branch Locations

863 E Chicago St, Coldwater, MI 49036 • 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 01/2023 Present
Lifecare Ambulance Battle Creek MI 11/2019 12/2022
Edward Jones Coldwater MI 12/2018 02/2022
Coldwater High School Coldwater MI 01/2013 06/2017
Albion College Albion MI 06/2017 08/2019
  • 01/2023 → Present
    St Louis, MO
  • 11/2019 → 12/2022
    Lifecare Ambulance
    Battle Creek, MI
  • 12/2018 → 02/2022
    Coldwater, MI
  • 01/2013 → 06/2017
    Coldwater High School
    Coldwater, MI
  • 06/2017 → 08/2019
    Albion College
    Albion, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-18
  • S66 Uniform Combined State Law Examination
    2023-05-18
Other Names
  • Allison Butler
  • Allison P Butler
  • Allison P O'COnnell

View on SEC IAPD

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