Michael Joseph Lodes

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
MI	RA	APPROVED	2021-02-24
TX	RA	APPROVED	2014-08-20
MO	RA	APPROVED	1999-02-11

MI RA
APPROVED

Since 2021-02-24
TX RA
APPROVED

Since 2014-08-20
MO RA
APPROVED

Since 1999-02-11

Branch Locations

Frankfort, MI • United States

20 Allen Ave Suite 450, Webster Groves, MO 63119 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	Des Peres	MO	06/1990	Present

06/1990 → Present

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

Des Peres, MO

Other Businesses

"Townhouses @ Station Plaza: A Condominimum Association Kirkwood, MO Start date: 2/1/2017 Member of Board of Directors Hours per week: 0 Hours during trading: 0 Board member. Handle meetings go over association budgets and planning.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-08-27

S63 Uniform Securities Agent State Law Examination

1991-08-27

Designations

Certified Financial Planner

View on SEC IAPD