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Jordan Roy Sergent

Edward Jones

Sonora, CA

CRD 7057452

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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
TX RA APPROVED_RES 2022-11-17
CA RA APPROVED 2019-09-23
  • TX RA
    APPROVED_RES
    Since 2022-11-17
  • CA RA
    APPROVED
    Since 2019-09-23

Branch Locations

728 Mono Way, Sonora, CA 95370-5233 • 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 01/2019 Present
Applebee's Chico CA 07/2015 12/2018
  • 01/2019 → Present
    St Louis, MO
  • 07/2015 → 12/2018
    Applebee's
    Chico, CA
Other Businesses

Gold Rush Charter School Type of business: Education Sonora, CA Start date: 3/2/2026 Assistant Volleyball Coach Hours per week: 5 Hours during trading: 0 Assist in coaching 7th grade volleyball

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-15
  • S66 Uniform Combined State Law Examination
    2019-03-15

View on SEC IAPD

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