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Anne-Marie S Carlson

Edward Jones

Midlothian, VA

Richmond, VA

CRD 8064212

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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
VA RA APPROVED 2025-06-12
  • VA RA
    APPROVED
    Since 2025-06-12

Branch Locations

336 Browns Hill Court, Midlothian, VA 23114 • United States

Richmond, VA • 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 04/2025 Present
Costar Group Richmond VA 09/2024 03/2025
United Therapeutics Silver Spring MD 06/2021 09/2024
Full-Time Education Richmond VA 08/2019 06/2020
United Therapeutics Raleigh NC 06/2019 08/2019
Full-Time Education Richmond VA 08/2018 06/2019
Wyonegonic Camps Denmark ME 06/2018 08/2018
Wyonegonic Camps Denmark ME 06/2017 08/2022
Full-Time Education Richmond VA 08/2017 06/2018
Vineyard Vines Tiburon CA 11/2015 06/2017
Unemployed Richmond VA 08/2013 08/2017
  • 04/2025 → Present
    Edward Jones
    St. Louis, MO
  • 09/2024 → 03/2025
    Costar Group
    Richmond, VA
  • 06/2021 → 09/2024
    United Therapeutics
    Silver Spring, MD
  • 08/2019 → 06/2020
    Full-Time Education
    Richmond, VA
  • 06/2019 → 08/2019
    United Therapeutics
    Raleigh, NC
  • 08/2018 → 06/2019
    Full-Time Education
    Richmond, VA
  • 06/2018 → 08/2018
    Wyonegonic Camps
    Denmark, ME
  • 06/2017 → 08/2022
    Wyonegonic Camps
    Denmark, ME
  • 08/2017 → 06/2018
    Full-Time Education
    Richmond, VA
  • 11/2015 → 06/2017
    Vineyard Vines
    Tiburon, CA
  • 08/2013 → 08/2017
    Unemployed
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2025-06-11
Other Names
  • Missy Carlson

View on SEC IAPD

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