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Eric Fontenot

Edward Jones

Houston, TX

CRD 7064929

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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 2019-04-09
  • TX RA
    APPROVED
    Since 2019-04-09

Branch Locations

357 W 19Th St, Houston, TX 77008 • 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 Saint Louis MO 02/2019 Present
Rus Industrial Channelview TX 05/2018 10/2018
Trio Electric, Llc Houston TX 10/2016 05/2018
C&J Energy Services Houston TX 10/2015 10/2016
Unemployed Houston TX 10/2018 02/2019
  • 02/2019 → Present
    Saint Louis, MO
  • 05/2018 → 10/2018
    Rus Industrial
    Channelview, TX
  • 10/2016 → 05/2018
    Trio Electric, Llc
    Houston, TX
  • 10/2015 → 10/2016
    C&J Energy Services
    Houston, TX
  • 10/2018 → 02/2019
    Unemployed
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-06
  • S66 Uniform Combined State Law Examination
    2019-04-06
Designations
  • Certified Financial Planner
Other Names
  • Eric Paul Fontenot

View on SEC IAPD

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