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Richard Thomas Passanisi

Edward Jones

Hudson, NH

Newton, MA

CRD 5625235

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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 2023-01-12
MA RA APPROVED 2022-07-07
  • TX RA
    APPROVED
    Since 2023-01-12
  • MA RA
    APPROVED
    Since 2022-07-07

Branch Locations

Hudson, NH • United States

130 Rumford Avenue Suite 101, Newton, MA 02466 • 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 04/2022 Present
Department Of Justice San Juan PR 10/2018 05/2021
Unemployed Agawam MA 05/2021 04/2022
Cook County State's Attorneys Office Chicago IL 12/2014 08/2018
  • 04/2022 → Present
    Edward Jones
    St Louis, MO
  • 10/2018 → 05/2021
    Department Of Justice
    San Juan, PR
  • 05/2021 → 04/2022
    Unemployed
    Agawam, MA
  • 12/2014 → 08/2018
    Cook County State's Attorneys Office
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-06
  • S66 Uniform Combined State Law Examination
    2022-06-06
Other Names
  • Rick Thomas Passanisi
  • Richard Passanisi

View on SEC IAPD

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