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Carlee Rose

Edward Jones

Morristown, TN

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-23
TN RA APPROVED 2025-03-13
VA RA APPROVED 2021-10-14
  • TX RA
    APPROVED_RES
    Since 2025-07-23
  • TN RA
    APPROVED
    Since 2025-03-13
  • VA RA
    APPROVED
    Since 2021-10-14

Branch Locations

1018 W 1St North Street, Morristown, TN 37814 • 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 01/2020 Present
Cootie Brown's Johnson City TN 07/2018 12/2019
Edward Jones St. Louis MO 06/2019 08/2019
East Tennessee State University Johnson City TN 05/2016 05/2018
Liberty Tax Johnson City TN 01/2017 04/2017
Upper East Tennessee Human Development Agency Kingsport TN 05/2018 08/2018
  • 01/2020 → Present
    Edward Jones
    St Louis, MO
  • 07/2018 → 12/2019
    Cootie Brown's
    Johnson City, TN
  • 06/2019 → 08/2019
    Edward Jones
    St. Louis, MO
  • 05/2016 → 05/2018
    East Tennessee State University
    Johnson City, TN
  • 01/2017 → 04/2017
    Liberty Tax
    Johnson City, TN
  • 05/2018 → 08/2018
    Upper East Tennessee Human Development Agency
    Kingsport, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-04
  • S66 Uniform Combined State Law Examination
    2020-05-04
Designations
Other Names
  • Carlee Lyn Rose

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
WMG FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CREATIVE FINANCIAL DESIGNS, INC.

Other Investors

SARAH KATHERINE HOWARD
ROGER SCOTT ODOM
PARKER JAMES SMITH
KELLY ANNE JACOBS
Spencer Odom
MITCHELL ERIC MCCANN
Adam Spence Smith
Tanna Leigh Rainey

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MORRISTOWN, TN
EDWARD JONES · Morristown, TN
LPL FINANCIAL LLC · MORRISTOWN, TN
BENJAMIN F. EDWARDS & COMPANY, INC. · Morristown, TN
WMG FINANCIAL ADVISORS, LLC · Morristown, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · morristown, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MORRISTOWN, TN
CETERA INVESTMENT ADVISERS LLC · MORRISTOWN, TN

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