Jose Luis Trevino

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
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

Organization	City	State	From	To
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

Code	Exam	Date
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

Certified Financial Planner

Other Names

Joe Trevino
Jose Trevino
Jose Luis Trevino

View on SEC IAPD