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John William Elwell

Edward Jones

Traverse City, MI

CRD 6243707

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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_RES 2018-12-27
MI RA APPROVED 2014-03-11
  • TX RA
    APPROVED_RES
    Since 2018-12-27
  • MI RA
    APPROVED
    Since 2014-03-11

Branch Locations

3588 Veterans Dr, Traverse City, MI 49684-4569 • 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 09/2013 Present
Other Businesses

"Mike/David Elwell Type: Port City Smokehouse Date: 01/01/13 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Frankfort MI"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-03
  • S66 Uniform Combined State Law Examination
    2014-01-03

View on SEC IAPD

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