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Eric J Vitelli

Edward Jones

Warren, OH

CRD 6259213

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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
OH RA APPROVED 2022-10-07
  • OH RA
    APPROVED
    Since 2022-10-07

Branch Locations

Howland Square 8015 East Market Street, Warren, OH 44484 • 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
The Huntington Investment Company Columbus OH 10/2013 10/2022
Huntington National Bank Boardman OH 04/2010 10/2022
Edward Jones St Louis MO 10/2022 Present
Previous Registrations
Other Businesses

ERIC J VITELLI POSITION: LANDLORD NATURE: Retail / Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 1824 STEPNEY AVE, NILES OH 44446, United States DESCRIPTION: DUPLEX, RENTAL PROPERTY *************** ERIC J VITELLI POSITION: LANDLORD NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2006 ADDRESS: 612 LINCOLN AVE, NILES OH 44446, United States DESCRIPTION: LANDLORD *************** YOUNGSTOWN YMCA POSITION: BASKETBALL COACH NATURE: Sports and Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2022 ADDRESS: 17 N CHAMPION ST, YOUNGSTOWN OH 44503, United States DESCRIPTION: COACHING MY DAUGHTERS YOUTH BASKETBALL TEAM. FIVE AND SIX YEAR OLDS. *************** "RENTAL PROPERTY Type: RENTAL PROPERTY Date: 06/01/05 Title: OWNER Trad Hrs: 0 Tot Hrs: 1 Desc: LANDLORD OF RENTAL PROPERTY THAT I OWN City-State: NILES OH" *************** "RENTAL PROPERTY Type: RENTAL PROPERTY Date: 10/01/05 Title: OWNER Trad Hrs: 0 Tot Hrs: 0 Desc: LANDLORD FOR A RENTAL PROPERTY THAT I OWN. City-State: NILES OH"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-01
S63 Uniform Securities Agent State Law Examination 2016-11-23
  • S66 Uniform Combined State Law Examination
    2017-09-01
  • S63 Uniform Securities Agent State Law Examination
    2016-11-23
Other Names
  • Eric James Vitelli

View on SEC IAPD

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