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Billy J Habermehl

Edward Jones

Mason, OH

CRD 5859887

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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 2026-01-20
OH RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2026-01-20
  • OH RA
    APPROVED
    Since 2025-10-15

Branch Locations

5378 Cox Smith Rd Suite C, Mason, OH 45040 • 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 08/2025 Present
Allstem Connections (Adm) Ontario CA 07/2022 07/2025
Bluepearl Pet Hospital Tampa FL 04/2021 07/2022
Fifth Third Bank Cincinnati OH 12/2019 04/2021
Prysmian Group Highland Heights KY 07/2019 12/2019
Great American Insurance Group Cincinnati OH 06/2015 06/2019
Avery Dennison Mentor OH 09/2023 08/2024
Dealer Tire Cleveland OH 06/2024 06/2025
  • 08/2025 → Present
    Edward Jones
    St Louis, MO
  • 07/2022 → 07/2025
    Allstem Connections (Adm)
    Ontario, CA
  • 04/2021 → 07/2022
    Bluepearl Pet Hospital
    Tampa, FL
  • 12/2019 → 04/2021
    Fifth Third Bank
    Cincinnati, OH
  • 07/2019 → 12/2019
    Prysmian Group
    Highland Heights, KY
  • 06/2015 → 06/2019
    Great American Insurance Group
    Cincinnati, OH
  • 09/2023 → 08/2024
    Avery Dennison
    Mentor, OH
  • 06/2024 → 06/2025
    Dealer Tire
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-14
S63 Uniform Securities Agent State Law Examination 2011-01-24
  • S66 Uniform Combined State Law Examination
    2025-10-14
  • S63 Uniform Securities Agent State Law Examination
    2011-01-24
Other Names
  • Billy J Habermehl
  • Billy Joe Habermehl
  • Billy Joe Habermehl

View on SEC IAPD

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