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Josh Cobun

Edward Jones

Battle Ground, WA

CRD 7143218

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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 2024-11-22
WA RA APPROVED 2019-09-03
  • TX RA
    APPROVED
    Since 2024-11-22
  • WA RA
    APPROVED
    Since 2019-09-03

Branch Locations

1908 N W 1St Way Ste 107, Battle Ground, WA 98604 • 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
New Heights Church Vancouver WA 01/2014 06/2019
  • 07/2019 → Present
    St Louis, MO
  • 01/2014 → 06/2019
    New Heights Church
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-31
  • S66 Uniform Combined State Law Examination
    2019-08-31
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Josh R Cobun
  • Josh Robert Cobun

View on SEC IAPD

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