Best Investors Account Sign in

Jeffrey A. Wakefield

Edward Jones

Greenville, NC

CRD 2426222

Claim This Profile
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 2024-12-03
NC RA APPROVED 2024-04-11
  • TX RA
    APPROVED
    Since 2024-12-03
  • NC RA
    APPROVED
    Since 2024-04-11

Branch Locations

3800 E 10Th St Suite 101, Greenville, NC 27858 • 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 01/2024 Present
Unc Health Lenoir Kinston NC 11/2019 01/2024
Marion General Hospital Marion IN 06/2016 10/2019
  • 01/2024 → Present
    St Louis, MO
  • 11/2019 → 01/2024
    Unc Health Lenoir
    Kinston, NC
  • 06/2016 → 10/2019
    Marion General Hospital
    Marion, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
S63 Uniform Securities Agent State Law Examination 1994-03-25
  • S66 Uniform Combined State Law Examination
    2024-04-03
  • S63 Uniform Securities Agent State Law Examination
    1994-03-25
Other Names
  • Jeff Wakefield
  • Jeffrey Alan Wakefield
  • Jeffrey A Wakefield

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greenville, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor