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Alan Robert Reese

Edward Jones

Midlothian, TX

CRD 5721759

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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 2009-11-30
  • TX RA
    APPROVED
    Since 2009-11-30

Branch Locations

507 S 9Th St, Midlothian, TX 76065 • 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 10/2009 Present
Other Businesses

"The Reese Corp. Palmer, TX Start date: 9/6/2002 President/Director Hours per week: 0 Hours during trading: 0 annual meetings, share holder meetings, corporate taxes" "Stunc, Inc. Palmer, TX Start date: 9/24/2005 Vice President Hours per week: 0 Hours during trading: 0 annual meetings, share holder meetings" First Methodist Church of Ennis Ennis, TX Start date: 1/1/2018 Endowment Committee Chairman Hours per week: 0 Hours during trading: 0 Manage all endowment funds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-28
  • S66 Uniform Combined State Law Examination
    2009-11-28
Other Names
  • Alan Reese

View on SEC IAPD

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