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Els Bunkens

Edward Jones

Fort Myers, FL

CRD 7159562

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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 2022-09-13
FL RA APPROVED 2019-10-15
  • TX RA
    APPROVED
    Since 2022-09-13
  • FL RA
    APPROVED
    Since 2019-10-15

Branch Locations

6150 Diamond Centre Ct #802, Fort Myers, FL 33912 • 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 08/2019 Present
Unemployed Fort Myers FL 01/2014 07/2019
  • 08/2019 → Present
    Edward Jones
    St Louis, MO
  • 01/2014 → 07/2019
    Unemployed
    Fort Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-11
  • S66 Uniform Combined State Law Examination
    2019-10-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

More in Fort Myers, FL

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