Jolene Marie Philpott

CRD 2736501

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-01-09
NC	RA	APPROVED	2008-06-11

TX RA
APPROVED_RES

Since 2019-01-09
NC RA
APPROVED

Since 2008-06-11

Branch Locations

460 Jake Alexander Blvd West, Salisbury, NC 28147-1365 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2008	Present

03/2008 → Present

Edward Jones

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-30
S63	Uniform Securities Agent State Law Examination	2007-11-16

S66 Uniform Combined State Law Examination

2008-05-30
S63 Uniform Securities Agent State Law Examination

2007-11-16

Designations

Certified Financial Planner

Other Names

Jolene Marie Voytek
Jolene Marie Philpott
Jolene Marie Philpott
Jolene Marie Voytek

View on SEC IAPD

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