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Terri Lee Janssen

Edward Jones

Melbourne, FL

CRD 5641375

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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 2025-10-08
FL RA APPROVED 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-08
  • FL RA
    APPROVED
    Since 2025-10-01

Branch Locations

1715 Berglund Ln Ste 103, Melbourne, FL 32940-6230 • 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 Melbourne FL 01/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
  • S66 Uniform Combined State Law Examination
    2025-09-29
Other Names
  • Terri Lee Sprague

View on SEC IAPD

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