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John Edward Leary

Edward Jones

Barrington, RI

CRD 2662298

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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 2025-01-09
RI RA APPROVED 2007-03-05
  • TX RA
    APPROVED
    Since 2025-01-09
  • RI RA
    APPROVED
    Since 2007-03-05

Branch Locations

310 Maple Avenue Suite A, Barrington, RI 02806 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2003 Present
Previous Registrations
Other Businesses

CHAIR-BOARD OF MANAGEMENT, BAYSIDE YMCA: CHAIR BOARD MEETINGS AND REPRESENT LOCAL BRANCH ON BOARD OF GREATER PROVIDENCE YMCA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-26
S65 Uniform Investment Adviser Law Examination 1995-11-29
S63 Uniform Securities Agent State Law Examination 1995-11-22
  • S66 Uniform Combined State Law Examination
    2007-02-26
  • S65 Uniform Investment Adviser Law Examination
    1995-11-29
  • S63 Uniform Securities Agent State Law Examination
    1995-11-22
Designations
  • Certified Financial Planner
Other Names
  • John Leary

View on SEC IAPD

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