Luz Elena Polcik

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	2024-02-05
CA	RA	APPROVED	2008-07-18

TX RA
APPROVED

Since 2024-02-05
CA RA
APPROVED

Since 2008-07-18

Branch Locations

Lake Isabella, CA • 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	04/2008	Present

04/2008 → Present

Edward Jones

St Louis, MO

Other Businesses

Rental Property Rosamond, CA Start date: 1/1/1996 Owner Hours per week: 1 Hours during trading:1 Management and bookkeeping *** Kern Valley Search and Rescue Lake Isabella, CA Start date: 5/28/2019 Volunteer Hours per week: 0 Hours during trading: 0 Assist and support county agencies in the search and rescue operations, provide emergency services and public education.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-06-12
S63	Uniform Securities Agent State Law Examination	1993-09-02

S66 Uniform Combined State Law Examination

2008-06-12
S63 Uniform Securities Agent State Law Examination

1993-09-02

Designations

Chartered Financial Consultant

Other Names

Luz Elena Holguin
Luz Elena Holguin

View on SEC IAPD