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Barth Edward Allgeier

Edward Jones

Lansdale, PA

CRD 5650761

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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_RES 2018-12-19
PA RA APPROVED 2009-05-27
  • TX RA
    APPROVED_RES
    Since 2018-12-19
  • PA RA
    APPROVED
    Since 2009-05-27

Branch Locations

1800 Pennbrook Pkwy Suite 102, Lansdale, PA 19446 • 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 03/2009 Present
Other Businesses

Us Government Limestone, ME Start date: 2/2/2009 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-15
  • S66 Uniform Combined State Law Examination
    2009-05-15
Other Names
  • Bart E Allgeier
  • Barth E Allgeier

View on SEC IAPD

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