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Ava Adams

Edward Jones

Henderson, NC

CRD 7199023

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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 2024-09-27
NC RA APPROVED 2024-09-17
  • TX RA
    APPROVED
    Since 2024-09-27
  • NC RA
    APPROVED
    Since 2024-09-17

Branch Locations

1775 Graham Avenue Suite 101, Henderson, NC 27536 • 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 Henderson NC 02/2024 07/2024
University Of Alabama Tuscaloosa AL 08/2013 12/2017
Henderson Collegiate Henderson NC 06/2018 11/2020
Christ United Methodist Church Chapel Hill NC 04/2018 12/2019
Edward Jones Henderson NC 12/2019 12/2021
University Of Alabama Tuscaloosa AL 08/2021 12/2021
Edward Jones Henderson NC 07/2024 04/2026
Unemployed Durham NC 01/2022 01/2024
Unemployed Durham NC 01/2018 03/2018
Edward Jones St. Louis MO 04/2026 Present
  • 02/2024 → 07/2024
    Henderson, NC
  • 08/2013 → 12/2017
    University Of Alabama
    Tuscaloosa, AL
  • 06/2018 → 11/2020
    Henderson Collegiate
    Henderson, NC
  • 04/2018 → 12/2019
    Christ United Methodist Church
    Chapel Hill, NC
  • 12/2019 → 12/2021
    Henderson, NC
  • 08/2021 → 12/2021
    University Of Alabama
    Tuscaloosa, AL
  • 07/2024 → 04/2026
    Henderson, NC
  • 01/2022 → 01/2024
    Unemployed
    Durham, NC
  • 01/2018 → 03/2018
    Unemployed
    Durham, NC
  • 04/2026 → Present
    St. Louis, MO
Other Businesses

Henderson Collegiate Type: Public charter school Date: 03/22/18 Title: Development Coordinator Trad Hrs: 25 Tot Hrs: 25 Desc: As Development Coordinator I am responsible for hosting events, working with the Board of Directors, writing grants, tracking donors, writing tax acknowledgements, etc. I also create content for HC's social media, and write newsletters. City-State: Henderson NC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16

View on SEC IAPD

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