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Ian E Tomkins

Edward Jones

Colleyville, TX

CRD 6247740

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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 2026-01-16
  • TX RA
    APPROVED
    Since 2026-01-16

Branch Locations

1201 Hall-Johnson Road Suite 103, Colleyville, TX 76034-5917 • 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
Ubs Financial Services Inc. Dallas TX 05/2016 04/2021
Jpmorgan Chase Bank Na Ft Worth TX 04/2021 01/2026
Edward Jones St Louis MO 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-06
S63 Uniform Securities Agent State Law Examination 2013-11-22
  • S66 Uniform Combined State Law Examination
    2016-06-06
  • S63 Uniform Securities Agent State Law Examination
    2013-11-22
Designations
  • Certified Financial Planner
Other Names
  • Ian Edward Tomkins
  • Ian Tomkins

View on SEC IAPD

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