John Richard Bourgeois

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Commericial Rental Property Type of business: Rental Property Plano, TX Start date: 3/19/2018 Co-owner Hours per week: 2 Hours during trading: 1 Collect rent, update books. Campaign for Vidal Quintanilla Type of business: Campaign Plano, TX Start date: 6/1/2024 Trueasurer Hours per week: 1 Hours during trading: 1 Report donations made to the campaign to the state of Texas.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-27
• S63 Uniform Securities Agent State Law Examination
  2006-01-17

Designations

• Certified Financial Planner