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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
MO RA APPROVED 2010-12-01
  • MO RA
    APPROVED
    Since 2010-12-01

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

130 Edward Jones Blvd, Maryland Heights, MO 63043 • United States

201 Progress Parkway, Maryland Heights, MO 63043 • 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 D. Jones & Co., L.P. Barrington IL 09/1998 Present
  • 09/1998 → Present
    Edward D. Jones & Co., L.P.
    Barrington, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-04
S63 Uniform Securities Agent State Law Examination 1998-12-03
  • S66 Uniform Combined State Law Examination
    2007-01-04
  • S63 Uniform Securities Agent State Law Examination
    1998-12-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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