Tina Louise Nicely

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_RES	2026-01-26
PA	RA	APPROVED	2025-11-12

TX RA
APPROVED_RES

Since 2026-01-26
PA RA
APPROVED

Since 2025-11-12

Branch Locations

Mountville, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Arizona Refrigeration Service Inc	Tempe	AZ	07/2018	10/2019
Lularoe	Mesa	AZ	09/2016	06/2018
Bank Of America/Merrill	Chandler	AZ	10/2019	01/2024
Edward Jones	St. Louis	MO	06/2024	10/2025
Edward Jones	St. Louis	MO	10/2025	Present
Unemployed	Mesa	AZ	02/2024	04/2024

07/2018 → 10/2019

Arizona Refrigeration Service Inc

Tempe, AZ
09/2016 → 06/2018

Lularoe

Mesa, AZ
10/2019 → 01/2024

Bank Of America/Merrill

Chandler, AZ
06/2024 → 10/2025

Edward Jones

St. Louis, MO
10/2025 → Present

Edward Jones

St. Louis, MO
02/2024 → 04/2024

Unemployed

Mesa, AZ

Previous Registrations

2022-01-28 → 2024-01-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Chandler, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-27

S66 Uniform Combined State Law Examination

2022-01-27

Other Names

Tina Louise Swaney
Tina Chavez
Tina Louise Chavez

View on SEC IAPD