Jarrod Lane Dunbar

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	2024-07-18
NC	RA	APPROVED	2020-05-13

TX RA
APPROVED

Since 2024-07-18
NC RA
APPROVED

Since 2020-05-13

Branch Locations

721 Vineyards Crossing, Lexington, NC 27295 • 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	01/2020	Present
Thomasville Tourism Commission	Thomasville	NC	09/2016	12/2019
Davidson County Community College	Thomasville	NC	06/2016	05/2018
Tom A. Finch Community Ymca	Thomasville	NC	07/2006	09/2016

01/2020 → Present

Edward Jones

St Louis, MO
09/2016 → 12/2019

Thomasville Tourism Commission

Thomasville, NC
06/2016 → 05/2018

Davidson County Community College

Thomasville, NC
07/2006 → 09/2016

Tom A. Finch Community Ymca

Thomasville, NC

Other Businesses

Beach House Rental Property Type of business: Investment Property Myrtle Beach, SC Start date: 8/1/2024 Joint owner with wife Hours per week: 0 Hours during trading: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-11

S66 Uniform Combined State Law Examination

2020-05-11

View on SEC IAPD