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Wendy Covington

Edward Jones

San Tan Valley, AZ

CRD 7983074

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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 2026-03-13
AZ RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-03-13
  • AZ RA
    APPROVED
    Since 2026-01-06

Branch Locations

36413 N Gantzel Rd Suite 4, San Tan Valley, AZ 85140 • 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 St Louis MO 10/2024 Present
Afl (Assisted Family Living) Cheshire CT 01/2021 10/2024
Wells Fargo Charlotte NC 10/2019 03/2023
Unemployed Charlotte NC 06/2018 09/2019
Wells Fargo Charlotte NC 04/2018 05/2018
Bond University Robina 08/2014 01/2017
Goodwin University East Hartford CT 12/2022 10/2023
House Call Doctor Gold Coast 05/2015 01/2017
Unemployed Gold Coast 02/2017 03/2018
  • 10/2024 → Present
    Edward Jones
    St Louis, MO
  • 01/2021 → 10/2024
    Afl (Assisted Family Living)
    Cheshire, CT
  • 10/2019 → 03/2023
    Wells Fargo
    Charlotte, NC
  • 06/2018 → 09/2019
    Unemployed
    Charlotte, NC
  • 04/2018 → 05/2018
    Wells Fargo
    Charlotte, NC
  • 08/2014 → 01/2017
    Bond University
    Robina
  • 12/2022 → 10/2023
    Goodwin University
    East Hartford, CT
  • 05/2015 → 01/2017
    House Call Doctor
    Gold Coast
  • 02/2017 → 03/2018
    Unemployed
    Gold Coast
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-05
  • S66 Uniform Combined State Law Examination
    2026-01-05
Other Names
  • Wendy Lynn Jakubczyk
  • Wendy Lynn Hanson
  • Wendy L Duke
  • Wendy Duke

View on SEC IAPD

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