Best Investors Account Sign in
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
SD RA APPROVED 2026-08-18
LA RA APPROVED 2026-03-05
SC RA APPROVED 2025-12-17
WA RA APPROVED 2025-11-17
IL RA APPROVED 2025-11-04
TN RA APPROVED 2025-10-14
OR RA APPROVED 2025-09-22
IA RA APPROVED 2024-12-11
FL RA APPROVED 2024-11-21
VA RA APPROVED 2024-09-16
OH RA APPROVED 2024-06-18
MO RA APPROVED 2024-05-28
TX RA APPROVED_RES 2019-01-15
KS RA APPROVED 2008-12-10
  • SD RA
    APPROVED
    Since 2026-08-18
  • LA RA
    APPROVED
    Since 2026-03-05
  • SC RA
    APPROVED
    Since 2025-12-17
  • WA RA
    APPROVED
    Since 2025-11-17
  • IL RA
    APPROVED
    Since 2025-11-04
  • TN RA
    APPROVED
    Since 2025-10-14
  • OR RA
    APPROVED
    Since 2025-09-22
  • IA RA
    APPROVED
    Since 2024-12-11
  • FL RA
    APPROVED
    Since 2024-11-21
  • VA RA
    APPROVED
    Since 2024-09-16
  • OH RA
    APPROVED
    Since 2024-06-18
  • MO RA
    APPROVED
    Since 2024-05-28
  • TX RA
    APPROVED_RES
    Since 2019-01-15
  • KS RA
    APPROVED
    Since 2008-12-10

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

6221 E Silver Maple Circle Suite 101, Sioux Falls, SD 57110 • United States

Overland Park, KS • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-05
  • S66 Uniform Combined State Law Examination
    2008-12-05
Other Names
  • Linda Anne Serra
  • Linda A Werner
  • Linda A Werner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor