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Clark Patrick Neel

Edward Jones

Moorpark, CA

CRD 2409465

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-26
CA RA APPROVED 2006-06-12
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • CA RA
    APPROVED
    Since 2006-06-12

Branch Locations

484 E Los Angeles Ave Suite 207, Moorpark, CA 93021 • 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
OrganizationCityStateFromTo
Edward Jones St. Louis MO 06/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-22
S63 Uniform Securities Agent State Law Examination 1993-12-20
  • S65 Uniform Investment Adviser Law Examination
    1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1993-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

KELSEY FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AII CAPITAL MANAGEMENT, LLC

Nearby Investors

STEVEN EVERETT HOPPEL
KIEL SPENCER HOLMES
ANNETTE GALLO

Nearby Offices

KELSEY FINANCIAL, LLC · MOORPARK, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MOORPARK, CA
AII CAPITAL MANAGEMENT, LLC · MOORPARK, CA

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