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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-04 |
Branch Locations
213 North Wisconsin Street, Port Washington, WI 53074 • 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 |
|---|---|---|---|---|
| American Century Investment Services Inc | Kansas City | MO | 09/2008 | 07/2017 |
| Transamerica Capital Inc. | Denver | CO | 12/2017 | 12/2020 |
| Unemployed | Columbus | OH | 07/2017 | 12/2017 |
| Gerber, Llc/Purshe Kaplan Sterling Investments | Columbus | OH | 08/2021 | 11/2024 |
| Unemployed | Columbus | OH | 12/2020 | 08/2021 |
| Edward Jones | St. Louis | MO | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-04 |
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