Grace Anne Plash

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	2025-01-09
LA	RA	APPROVED	2024-12-04
AL	RA	APPROVED	2024-12-03

TX RA
APPROVED

Since 2025-01-09
LA RA
APPROVED

Since 2024-12-04
AL RA
APPROVED

Since 2024-12-03

Branch Locations

Mobile, AL • United States

179 Del Orleans, Denham Springs, LA 70726 • 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	09/2024	Present
Kpmg, Llp	Nashville	TN	07/2022	09/2024
School	Natchez & Oxford	MS	01/2013	07/2022

09/2024 → Present

Edward Jones

St Louis, MO
07/2022 → 09/2024

Kpmg, Llp

Nashville, TN
01/2013 → 07/2022

School

Natchez & Oxford, MS

Other Businesses

LWMS Investments Type of business: LLC Mobile, AL Start date: 7/18/2020 Partial Owner Hours per week: 0 Hours during trading: 0 My husband is a partial owner in a family rental business. * OR Properties LLC Type of business: Family Rental Business Richland, MS Start date: 1/1/2019 Limited Partner Hours per week: 0 Hours during trading: 0 This was ownership in my dads rental business given to me.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-25

S66 Uniform Combined State Law Examination

2024-11-25

Other Names

Graceanne White
Grace A White
Grace Anne White

View on SEC IAPD