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Nicholas K Caropreso

Edward Jones

Mooresville, NC

CRD 8248302

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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
NC RA APPROVED 2026-07-06
  • NC RA
    APPROVED
    Since 2026-07-06

Branch Locations

1355 Shearers Rd Suite A, Mooresville, NC 28115 • 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 04/2026 Present
Lowe's Companies Inc. Mooresville NC 02/2020 04/2026
Johnson & Johnson Bridgewater NJ 06/2018 01/2020
Unilever Englewood Cliffs NJ 08/2017 06/2018
Pinnacle Foods Parsippany NJ 08/2015 08/2017
  • 04/2026 → Present
    Edward Jones
    St Louis, MO
  • 02/2020 → 04/2026
    Lowe's Companies Inc.
    Mooresville, NC
  • 06/2018 → 01/2020
    Johnson & Johnson
    Bridgewater, NJ
  • 08/2017 → 06/2018
    Unilever
    Englewood Cliffs, NJ
  • 08/2015 → 08/2017
    Pinnacle Foods
    Parsippany, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-01
  • S66 Uniform Combined State Law Examination
    2026-07-01

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC

Nearby Investors

JEFFREY JOHN BULGER
Kimberley B Foster
JOSHUA EVAN MCNEIL

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · MOORESVILLE, NC
EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC

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