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Delauna Pack

Edward Jones

Oak Ridge, TN

CRD 7079621

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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 2021-04-19
TN RA APPROVED 2019-05-15
  • TX RA
    APPROVED
    Since 2021-04-19
  • TN RA
    APPROVED
    Since 2019-05-15

Branch Locations

575 Oak Ridge Tpke Ste 204, Oak Ridge, TN 37830-7100 • 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 03/2019 Present
Unemployed Dandridge TN 07/2018 03/2019
Primary Energy Recycling Oak Brook IL 02/2014 07/2018
  • 03/2019 → Present
    St Louis, MO
  • 07/2018 → 03/2019
    Unemployed
    Dandridge, TN
  • 02/2014 → 07/2018
    Primary Energy Recycling
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-13
  • S66 Uniform Combined State Law Examination
    2019-05-13
Other Names
  • Delauna Ann Bratcher
  • Delauna Ann Vess
  • Delauna Ann Pack

View on SEC IAPD

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