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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-19 |
Branch Locations
105 Jordan Rd Suite 6, Troy, NY 12180 • United States
327 Broadway, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc | Saratoga Springs | NY | 11/2015 | 03/2018 |
| Citizens Bank | Saratoga Springs | NY | 11/2015 | 04/2018 |
| Healthcare Community Securities Corp | Rennselaer | NY | 04/2018 | 01/2020 |
| Lpl Financial Llc | Latham | NY | 03/2020 | 11/2021 |
| Edward Jones | St Louis | MO | 11/2021 | Present |
Ronald R Sausville Sr and Mabel F Sausville Family Trust Type of business: Irrevocable Trust Cohoes, NY Start date: 4/5/2012 Trustee Hours per week: 0 Hours during trading: 0 I am the trustee of this trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-01 |
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