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Alison Gilman Aquino

Edward Jones

Sussex, WI

CRD 5089843

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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 2024-05-09
WI RA APPROVED 2006-04-12
  • TX RA
    APPROVED_RES
    Since 2024-05-09
  • WI RA
    APPROVED
    Since 2006-04-12

Branch Locations

W249 N5245 Executive Dr Suite 207, Sussex, WI 53089 • 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 01/2006 Present
Other Businesses

Trustee for 2 mother's accounts Type of business: trust acct Sussex, WI Start date: 8/10/2010 Trustee Hours per week: 0 Hours during trading: 0 Trustee

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-03-31
  • S63 Uniform Securities Agent State Law Examination
    2006-03-31
Other Names
  • Alison Gilman
  • Alison Aquino

View on SEC IAPD

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