Thomas J Mullan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1997 → 10/2021
  Indeck Corinth Energy
  Corinth, NY
• 11/2021 → 08/2022
  Unemployed
  Corinth, NY
• 08/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2008-05-07 → 2010-07-23
  True Wealth Llc
  Queensbury, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-19
• S65 Uniform Investment Adviser Law Examination
  2007-02-16
• S63 Uniform Securities Agent State Law Examination
  2006-04-14

Other Names

• Jim Mullan
• Thomas James Mullan
• Thomas James Mullan