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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-08 |
| NC | RA | APPROVED | 2020-01-06 |
Branch Locations
17206 Lancaster Highway Suite 508, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Elmsford | NY | 07/2012 | 03/2017 |
| Mml Investors Services, Llc | East Hills | NY | 03/2017 | 10/2019 |
| Massmutual Life Insurance Co | East Hills | NY | 07/2016 | 10/2019 |
| Edward Jones | St Louis | MO | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-31 |
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