Ezra O Caballero

CRD 7198751

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-11-15

TX RA
APPROVED

Since 2020-11-15

Branch Locations

7837 Summer Creek Dr, Fort Worth, TX 76123 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2019	Present
Jp Morgan Chase	Fort Worth	TX	06/2018	03/2019
Primerica	Fort Worth	TX	01/2018	06/2019
Tcu	Fort Worth	TX	08/2015	05/2019
Unemployed	Fort Worth	TX	06/2019	10/2019

11/2019 → Present

Edward Jones

St Louis, MO
06/2018 → 03/2019

Jp Morgan Chase

Fort Worth, TX
01/2018 → 06/2019

Primerica

Fort Worth, TX
08/2015 → 05/2019

Tcu

Fort Worth, TX
06/2019 → 10/2019

Unemployed

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-26

S66 Uniform Combined State Law Examination

2020-05-26

Other Names

Ezra Omar Caballero

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC

M2G VENTURES LLC

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Nearby Investors

MICHAEL PETER BRUNN

Joseph D'Agostino

RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX

M2G VENTURES LLC · FORT WORTH, TX

ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

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