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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-13 |
| IA | RA | APPROVED | 2020-01-21 |
Branch Locations
2720 W Locust St Ste 12B, Davenport, IA 52804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2019 | Present |
| Vibrant Credit Union | Moline | IL | 05/2015 | 11/2019 |
| Lion Strong | Davenport | IA | 04/2017 | 01/2019 |
Morningstar Advisor Workstation Client Advisory Board Chicago, IL Start date: 10/18/2023 Board Member Hours per week: 0 Hours during trading: 0 Provide a customer point of view on product strategy and roadmap prioritization. Identify and discuss customer and industry best practices. Provide a perspective on the competitive landscape and trends for technology. Identify requirements to facilitate the development of future solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-20 |
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