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Amelia Swehla

Edward Jones

Green Bay, WI

CRD 7135690

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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 2024-03-11
WI RA APPROVED 2019-09-03
  • TX RA
    APPROVED_RES
    Since 2024-03-11
  • WI RA
    APPROVED
    Since 2019-09-03

Branch Locations

2625 Development Dr Ste 15, Green Bay, WI 54311 • 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 07/2019 Present
Exelon Chicago IL 06/2012 05/2019
  • 07/2019 → Present
    St Louis, MO
  • 06/2012 → 05/2019
    Exelon
    Chicago, IL
Other Businesses

"rental property Type of business: rental condo chicago, IL Start date: 8/1/2018 owner Hours per week: 0 Hours during trading: 0 communicate periodically with tenant and building management to maintain lease and condo unit"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2019-08-30
Other Names
  • Amelia Marie Zapp
  • Amelia Marie Swehla

View on SEC IAPD

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