Eric J Haney

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
CO	RA	APPROVED	2025-01-01
TX	RA	APPROVED_RES	2019-01-03

CO RA
APPROVED

Since 2025-01-01
TX RA
APPROVED_RES

Since 2019-01-03

Branch Locations

2687 Northpark Dr Suite 101, Lafayette, CO 80026-3176 • 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
Edward Jones	Thornton	CO	07/2013	Present

07/2013 → Present

Edward Jones

Thornton, CO

Other Businesses

Grandview Townhome Owners Association, Inc Centennial, CO Start date: 10/27/2025 Board President Hours per week: 0 Hours during trading: 0 Work closely with board members to review and approve association budget, expenses, contractors, and reserve fund investments. Access to check writing for community expenses would be preferred, but is not necessary.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-19

S66 Uniform Combined State Law Examination

2013-09-19

Other Names

Eric Haney

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