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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-19 |
| NC | RA | APPROVED | 2006-10-03 |
Branch Locations
1900 S. Main St, Suite 208, Wake Forest, NC 27587 • United States
1000 Social St Suite 360, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Wake Forest | NC | 04/1994 | Present |
Lions Properties LLC Type of business: Rental Property Raleigh, NC Start date: 2/1/2003 Owner Hours per week: 2 Hours during trading: 0 Maintain properties * Salvation Army of Wake County Raleigh, NC Start date: 1/2/2021 Board Member Hours per week: 0 Hours during trading: 0 Advisory Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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