Theodore Eric Burgoon

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-06
IN	RA	APPROVED	2013-05-07

TX RA
APPROVED_RES

Since 2018-12-06
IN RA
APPROVED

Since 2013-05-07

Branch Locations

515 N Green Street Suite 101, Brownsburg, IN 46112 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2012	Present

08/2012 → Present

Edward Jones

St Louis, MO

Other Businesses

Rental Property Type of business: Rental Property Indianapolis, IN Start date: 9/7/2020 Owner Hours per week: 0 Hours during trading: 0 Desc: My wife and I are the landlords of a condo. She handles the renters and calling for repairs. * Rental Property Type of business: Airbnb Indianapolis, IN Start date: 9/3/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: Operate an Airbnb through LLC * Clear Bay Capital Type of business: Passive Investor, apartment rental Norwalk, CT Start date: 2/28/2022 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-30

S66 Uniform Combined State Law Examination

2012-10-30

Designations

Certified Financial Planner

Other Names

Theodore F Burgoon

View on SEC IAPD