Monte R Piper Iii

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	2025-03-24

TX RA
APPROVED

Since 2025-03-24

Branch Locations

19875 Southwest Fwy Suite 270, Sugar Land, TX 77479-6721 • 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	Richmond	TX	01/2025	Present
Alvin Isd	Alvin	TX	08/2019	01/2025
Wharton Isd	Wharton	TX	12/2018	05/2019
Unemplyed	Richmond	TX	02/2018	12/2018
Four Points Excavating	Manassas	VA	09/2017	02/2018
Alief Isd	Houston	TX	08/2014	06/2017

01/2025 → Present

Edward Jones

Richmond, TX
08/2019 → 01/2025

Alvin Isd

Alvin, TX
12/2018 → 05/2019

Wharton Isd

Wharton, TX
02/2018 → 12/2018

Unemplyed

Richmond, TX
09/2017 → 02/2018

Four Points Excavating

Manassas, VA
08/2014 → 06/2017

Alief Isd

Houston, TX

Other Businesses

Piperstein, LLC Type: Online Marketing Date: 08/09/22 Title: Manager Trad Hrs: 0 Tot Hrs: 0 Desc: Business remains open but inactive. No active role. Created by wife and myself so she can work online from home, but I do not actively participate or receive anything from the LLC. City-State: Casper WY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-20

S66 Uniform Combined State Law Examination

2025-03-20

View on SEC IAPD