Michael Jeffrey Reilly

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_RES	2018-12-14
CA	RA	APPROVED	2006-10-13

TX RA
APPROVED_RES

Since 2018-12-14
CA RA
APPROVED

Since 2006-10-13

Branch Locations

19310 Sonoma Highway Suite D, Sonoma, CA 95476 • 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 D. Jones & Co., L.P.	Richmond Heights	MO	12/1989	Present

12/1989 → Present

Edward D. Jones & Co., L.P.

Richmond Heights, MO

Other Businesses

Nash St LLC Type of business: rental property Fayettville, AR Start date: 10/14/2024 owner Hours per week: 0 Hours during trading: 0 Desc: No responsibilities. My wife is going it. She is a realtor

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-12-17
S63	Uniform Securities Agent State Law Examination	1992-09-10

S65 Uniform Investment Adviser Law Examination

2005-12-17
S63 Uniform Securities Agent State Law Examination

1992-09-10

View on SEC IAPD