Moroni Erekson

Chesterfield, MO

CRD 6207915

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-09
MO	RA	APPROVED	2024-10-15

TX RA
APPROVED

Since 2025-01-09
MO RA
APPROVED

Since 2024-10-15

Branch Locations

2 West Dr Suite 130, Chesterfield, MO 63017 • 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
Wells Fargo Clearing Services	St Louis	MO	05/2021	04/2023
Goldman Sachs	Salt Lake City	UT	09/2017	04/2021
Harvest Right	Salt Lake City	UT	11/2016	09/2017
Goldman Sachs	Salt Lake City	UT	05/2013	11/2016
Edward Jones	St Louis	MO	08/2024	Present
Seis, Inc	Lehi	UT	04/2023	06/2024

05/2021 → 04/2023

Wells Fargo Clearing Services

St Louis, MO
09/2017 → 04/2021

Goldman Sachs

Salt Lake City, UT
11/2016 → 09/2017

Harvest Right

Salt Lake City, UT
05/2013 → 11/2016

Goldman Sachs

Salt Lake City, UT
08/2024 → Present

Edward Jones

St Louis, MO
04/2023 → 06/2024

Seis, Inc

Lehi, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-14

S66 Uniform Combined State Law Examination

2024-10-14

Other Names

Moroni E Erekson
Moroni Erekson

View on SEC IAPD

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