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Ulana Marie Emerson

Edward Jones

Port Jervis, NY

CRD 6283201

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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
NY RA APPROVED 2021-06-29
MO RA APPROVED 2014-05-12
  • NY RA
    APPROVED
    Since 2021-06-29
  • MO RA
    APPROVED
    Since 2014-05-12

Branch Locations

139 Pike St, Port Jervis, NY 12771-1807 • 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 01/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-14
  • S66 Uniform Combined State Law Examination
    2014-03-14
Designations
  • Certified Financial Planner
Other Names
  • Ulana Berenda
  • Ulana Marie Berenda

View on SEC IAPD

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Nearby Investors

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JAMES KEITH DEMMER
Joel Mermelstein

Nearby Offices

LPL FINANCIAL LLC · PORT JERVIS, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Port Jervis, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Port Jervis, NY

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