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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-20
CA RA APPROVED 2006-01-31
  • TX RA
    APPROVED_RES
    Since 2014-08-20
  • CA RA
    APPROVED
    Since 2006-01-31

Branch Locations

La Jolla, CA • United States

370 Highland Ave Suite 202, Piedmont, CA 94611-4018 • 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
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Concord CA 04/1992 Present
  • 04/1992 → Present
    Edward D. Jones & Co., L.P.
    Concord, CA
Other Businesses

Ramalho Family Trust Rental Property Type of business: Spouse Inherited Rental San Diego, CA Start date: 12/1/2025 Chris Trevino Trustee Hours per week: 0 Hours during trading: 0 Spouse inherited rental property downtown San Diego. The Rental is in the name of the parent's trust and will be taking the income from this rental property in Dec 2025. Income is currently going into Chase Bank trust account. Property is managed by 3rd party

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-27
S63 Uniform Securities Agent State Law Examination 1992-07-31
  • S65 Uniform Investment Adviser Law Examination
    2006-01-27
  • S63 Uniform Securities Agent State Law Examination
    1992-07-31
Designations
Other Names
  • Joe Trevino
  • Jose Trevino
  • Jose Luis Trevino

View on SEC IAPD

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