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Justin Briscoe

Edward Jones

Long Beach, CA

CRD 6235252

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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 2022-04-14
CA RA APPROVED 2020-10-20
  • TX RA
    APPROVED
    Since 2022-04-14
  • CA RA
    APPROVED
    Since 2020-10-20

Branch Locations

Long Beach, CA • 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 06/2020 Present
Wolters Kluwer Irvine CA 10/2019 05/2020
Bank Of America Brea CA 04/2019 10/2019
American Funds/Capital Group Los Angeles CA 08/2013 03/2019
  • 06/2020 → Present
    Edward Jones
    St Louis, MO
  • 10/2019 → 05/2020
    Wolters Kluwer
    Irvine, CA
  • 04/2019 → 10/2019
    Bank Of America
    Brea, CA
  • 08/2013 → 03/2019
    American Funds/Capital Group
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-17
  • S66 Uniform Combined State Law Examination
    2020-10-17
Other Names
  • Justin Richard Briscoe

View on SEC IAPD

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