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John James Caruso

Edward Jones

Kirkwood, MO

CRD 2165671

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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
MO RA APPROVED 2024-07-17
TX RA APPROVED_RES 2014-10-16
  • MO RA
    APPROVED
    Since 2024-07-17
  • TX RA
    APPROVED_RES
    Since 2014-10-16

Branch Locations

100 West Adams Avenue, Kirkwood, MO 63122 • 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 D. Jones & Co., L.P. St. Charles MO 05/1991 Present
  • 05/1991 → Present
    Edward D. Jones & Co., L.P.
    St. Charles, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-09-09
  • S63 Uniform Securities Agent State Law Examination
    1991-09-09
Designations
  • Certified Financial Planner
Other Names
  • John James Caruso

View on SEC IAPD

Nearby Firms

ARCHWAY WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
ARMORY OAK WEALTH LLC

Nearby Investors

TIMOTHY REYNOLDS O'NEAL
SAMUEL JOSEPH EVERETT
RACHEL CONROY

Nearby Offices

ARCHWAY WEALTH MANAGEMENT, LLC · KIRKWOOD, MO
SUMMIT FINANCIAL, LLC · KIRKWOOD, MO
ARMORY OAK WEALTH LLC · SAINT LOUIS, MO

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