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Paulo Zepeda

Edward Jones

Grand Rapids, MI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
MI RA APPROVED 2025-03-18
  • TX RA
    APPROVED
    Since 2025-08-13
  • MI RA
    APPROVED
    Since 2025-03-18

Branch Locations

146 Monroe Center St Nw Suite 510, Grand Rapids, MI 49503-2825 • 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 12/2024 Present
Plante Moran Financial Advisors Grand Rapids MI 06/2023 08/2023
Plante Moran Grand Rapids MI 06/2022 08/2022
University Of Michigan Ann Arbor MI 05/2024 09/2024
Unemployed Grand Rapids MI 09/2014 05/2024
  • 12/2024 → Present
    Edward Jones
    St. Louis, MO
  • 06/2023 → 08/2023
    Plante Moran Financial Advisors
    Grand Rapids, MI
  • 06/2022 → 08/2022
    Plante Moran
    Grand Rapids, MI
  • 05/2024 → 09/2024
    University Of Michigan
    Ann Arbor, MI
  • 09/2014 → 05/2024
    Unemployed
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-18
  • S66 Uniform Combined State Law Examination
    2025-03-18
Other Names
  • Paulo Zepeda

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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