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Jonas Alexander Roddenberry

Edward Jones

New Smyrna Beach, FL

CRD 7192766

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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 2025-05-29
FL RA APPROVED 2020-01-08
  • TX RA
    APPROVED
    Since 2025-05-29
  • FL RA
    APPROVED
    Since 2020-01-08

Branch Locations

311 Lytle Ave, New Smyrna Beach, FL 32168 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2019 Present
The Sherwin-Williams Company Cleveland OH 03/2013 10/2019
  • 11/2019 → Present
    St Louis, MO
  • 03/2013 → 10/2019
    The Sherwin-Williams Company
    Cleveland, OH
Other Businesses

SEV Chamber of Commerce New Smyrna Beach, FL Start date: 5/5/2021 Member, Ambassador Hours per week: 0 Hours during trading: 0 Member. Previous auditor said membership must be listed even though not a board position. I maintain active SIMPLE IRAs for chamber employees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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