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Sandra Jean Sitzes

Edward Jones

Creve Coeur, MO

CRD 2731149

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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_RES 2020-09-10
MO RA APPROVED 2007-05-17
  • TX RA
    APPROVED_RES
    Since 2020-09-10
  • MO RA
    APPROVED
    Since 2007-05-17

Branch Locations

4 Cityplace Dr Suite 470, Creve Coeur, MO 63141 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/1996 08/2023
Edward Jones St Louis MO 08/2023 Present
Other Businesses

Momma Cookies Type of business: Bakery Bridgeton, MO Start date: 6/11/2019 owner Hours per week:10 Hours during trading: 0 Cottage bakery- I bake cookies, cakes and other treats for family, friends and friends of each. Business is not advertised and is run out of my home.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-28
S63 Uniform Securities Agent State Law Examination 2000-07-24
  • S66 Uniform Combined State Law Examination
    2007-03-28
  • S63 Uniform Securities Agent State Law Examination
    2000-07-24

View on SEC IAPD

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