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Jeffrey Steven Winslow

Edward Jones

Norwalk, IA

CRD 8126988

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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
IA RA APPROVED 2025-09-16
  • IA RA
    APPROVED
    Since 2025-09-16

Branch Locations

1850 Sunset Dr Suite 104, Norwalk, IA 50211-0181 • 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 07/2025 Present
City State Bank Norwalk IA 05/2017 07/2025
Ebank Earlham IA 12/2016 05/2017
Farm Credit Services Of America Newton IA 10/2013 12/2016
  • 07/2025 → Present
    St. Louis, MO
  • 05/2017 → 07/2025
    City State Bank
    Norwalk, IA
  • 12/2016 → 05/2017
    Ebank
    Earlham, IA
  • 10/2013 → 12/2016
    Farm Credit Services Of America
    Newton, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15
Other Names
  • Jeff Steven Winslow
  • Jeffrey S Winslow

View on SEC IAPD

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