Best Investors
Account
Sign in
Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| CA | RA | APPROVED | 2025-06-30 |
Branch Locations
3031 Tisch Way Suite 50, San Jose, CA 95128-2541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2025 | Present |
| Unemployed | Santa Clara | CA | 08/2024 | 04/2025 |
| Travelers Insurance | Walnut Creek | CA | 04/2023 | 08/2024 |
| Allcat Claims Service | San Antonio | TX | 10/2017 | 04/2023 |
| Garfield Farm Mutual Insurance | Karnes City | TX | 09/2017 | 10/2017 |
| Target | Torrance | CA | 08/2016 | 06/2017 |
First Evangelical Lutheran Church of Palo Alto Palo Alto, CA Start date: 7/16/2023 Vice President of Council Hours per week: 0 Hours during trading: 0 Desc: Organization and programming church events, discussing and finalizing Church's budget, determining new benevolences/donation targets. I do not handle any Treasury or Financial Secretary duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
Reach out to this advisor