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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 | 2025-07-02 |
| MO | RA | APPROVED | 2024-03-04 |
| NJ | RA | APPROVED | 2024-03-04 |
Branch Locations
40 Park Place Suite 107, Newton, NJ 07860 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Cranford | NJ | 05/2016 | 12/2020 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 01/2021 | 03/2022 |
| Peapack Gladstone Bank | Bedminster | NJ | 03/2022 | 03/2024 |
| Edward Jones | St. Louis | MO | 03/2024 | Present |
Westfield Area YMCA Type: Date: 06/01/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Ensure effective planning. Help enhance the organization's public standing. Help and support the chief executive and staff. Serve on several committees including Financial Development, Investment and Golf committees. City-State: Westfield NJ
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
| S66 | Uniform Combined State Law Examination | 2008-05-24 |
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