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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Maryland Heights | MO | 06/1993 | Present |
Lutheran Foundation of St. Louis Ladue, MO Start date: 2/2/2021 Investment Committee Member Hours per week: 0 Hours during trading: 0 The committee oversees overall portfolio decisions. We have an investment advisor who gives advice on asset allocation and manager selection, and 15-20 investment managers who manage different sectors of the portfolio. We approve the managers and any cash flow needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-04 |
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