Patrick M. Foley

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	2018-12-06
NC	RA	APPROVED	2012-10-19

TX RA
APPROVED_RES

Since 2018-12-06
NC RA
APPROVED

Since 2012-10-19

Branch Locations

37938 Us 52 Hwy N, New London, NC 28127-9733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2012	Present

10/2012 → Present

Edward Jones

St Louis, MO

Previous Registrations

2010-06-14 → 2011-04-26

Invesco Advisers, Inc.

Atlanta, GA
2004-04-23 → 2010-06-03

Van Kampen Advisors Inc

Dever, NC

Houston, TX

Oakbrook Terrace, IL

Other Businesses

Scale Wealth Group LLC Type of business: Real Estate Holding LLC New London, NC Start date: 8/12/2021 Managing Member Hours per week: 0 Hours during trading: 0 Maintain property

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-07-26
S63	Uniform Securities Agent State Law Examination	1992-10-27

S65 Uniform Investment Adviser Law Examination

2001-07-26
S63 Uniform Securities Agent State Law Examination

1992-10-27

Designations

Certified Financial Planner

Other Names

Patrick Michael Foley
Patrick M Foley

View on SEC IAPD