Swanellie Paulin

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
CA	RA	APPROVED	2020-01-02
TX	RA	APPROVED_RES	2018-12-13
FL	RA	APPROVED	2008-10-30

CA RA
APPROVED

Since 2020-01-02
TX RA
APPROVED_RES

Since 2018-12-13
FL RA
APPROVED

Since 2008-10-30

Branch Locations

San Jose, CA • United States

Margate, FL • United States

1309 S Mary Ave Suite 204, Sunnyvale, CA 94087 • 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	08/2008	Present

08/2008 → Present

Edward Jones

St Louis, MO

Other Businesses

Rental Propoerties Type of business: Rental Property West Palm Beach, FL Start date: 9/1/2021 Owner Hours per week: 0 Hours during trading: 0 This is a rental property that I own with my husband. Rental Properties Type of business: Real Estate San Jose, CA Start date: 10/17/2023 Owner Hours per week: 1 Hours during trading: 0 Own this property with my spouse and it is rented Rental Property in Margate FL Type of business: Rental Property Margate, FL Start date: 1/1/2024 Owner Hours per week: 0 Hours during trading: 0 Rental property ZenScape Home Solutions, LLC Type of business: Rental Properties San Jose, CA Start date: 3/21/2024 Partner Hours per week: 2 Hours during trading: 0 Managed tenants and cleaning crew

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-16

S66 Uniform Combined State Law Examination

2008-10-16

View on SEC IAPD