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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
| NH | RA | APPROVED | 2007-03-15 |
Branch Locations
2800 Lafayette Rd Unit 15, Portsmouth, NH 03801 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Portsmouth | NH | 10/1991 | Present |
JAMES WHALLEY MUSEUM & LIBRARY PORTSMOUTH, NH START DATE: 1/1/2004 TRUSTEE HOURS PER MONTH: 0 HOURS DURING TRADING: 0 ATTEND SEMI-ANNL TRUSTEE MEETINGS AND DISCUSS/VOTE ON MATTERS RELATED TO INCOME AND EXPENSES OF THE MUSEUM. I ABSTAIN FROM VOTING ON ANY ISSUES RELATED TO THE INVESTMENT ACCOUNT. MARKET WHARF II CONDO ASSOC PORTSMOUTH, NH Start date: 12/19/2018 VICE PRESIDENT Hours per week: 0 Hours during trading: 0 Attend annual board meeting and assist the President in presenting the topics for discussion COMMERCIAL RENTAL PROPERTY #370 Type of business: RENTAL PORTSMOUTH, NH Start date: 5/30/2018 TRUSTEE Hours per week: 0 Hours during trading: 0 N/A Passive investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-27 |
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