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Sydney Nicole Shull Taske

Edward Jones

Harrison, OH

Hamilton, OH

CRD 7984580

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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 2025-03-05
OH RA APPROVED 2025-01-06
  • TX RA
    APPROVED
    Since 2025-03-05
  • OH RA
    APPROVED
    Since 2025-01-06

Branch Locations

Harrison, OH • United States

2201 Nw Washington Blvd Suite B, Hamilton, OH 45013 • 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
Shull Media Partners Irmo SC 03/2021 09/2024
Coker University Hartsville SC 11/2017 02/2021
Unemployed Irmo SC 06/2018 06/2018
Full-Time Student Hartsville SC 08/2014 05/2018
  • 10/2024 → Present
    Edward Jones
    St Louis, MO
  • 03/2021 → 09/2024
    Shull Media Partners
    Irmo, SC
  • 11/2017 → 02/2021
    Coker University
    Hartsville, SC
  • 06/2018 → 06/2018
    Unemployed
    Irmo, SC
  • 08/2014 → 05/2018
    Full-Time Student
    Hartsville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23
Other Names
  • Sydney Shull
  • Sydney N Taske

View on SEC IAPD

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