Jessica Renee Morello

North Andover, MA

CRD 7089568

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-06-15
MA	RA	APPROVED	2019-06-21

TX RA
APPROVED

Since 2023-06-15
MA RA
APPROVED

Since 2019-06-21

Branch Locations

820 Turnpike St Ste 202, North Andover, MA 01845-6125 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2019	Present
Masspay, Inc.	Beverly	MA	10/2017	02/2019
Brown Rudnick, Llp	Boston	MA	08/2008	10/2017

04/2019 → Present

Edward Jones

St Louis, MO
10/2017 → 02/2019

Masspay, Inc.

Beverly, MA
08/2008 → 10/2017

Brown Rudnick, Llp

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-17

S66 Uniform Combined State Law Examination

2019-06-17

Other Names

Jessica Renee Soler

View on SEC IAPD

Nearby Firms

NORTHERN CAPITAL SECURITIES CORPORATION

OSAIC WEALTH, INC.

SIMPSON INVESTMENT COUNSEL

Nearby Investors

MANFRED THEODOR BECKMANN

Robert Edward Pickett

JASON DANIEL STUCK

Nearby Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA

OSAIC WEALTH, INC. · NORTH ANDOVER, MA

SIMPSON INVESTMENT COUNSEL · North Andover, MA

More in North Andover, MA

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