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Yvette Elizabeth Ruiz

Edward Jones

Locust Grove, VA

CRD 6290995

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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 2019-01-09
VA RA APPROVED 2014-06-02
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • VA RA
    APPROVED
    Since 2014-06-02

Branch Locations

4207 D Germanna Highway, Locust Grove, VA 22508 • 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 02/2014 Present
Other Businesses

Orange County VA Registrar's Office Orange, VA Start date: 2/23/2016 Officer of Election Hours per week: 0 Hours during trading: 0 Duties of the Officer of Election - helping individuals cast ballots for primary election only. Mary Kay Type of business: Cosmetics Addison, TX Start date: 5/1/2021 Sales Hours per week: 0 Hours during trading: 0 Registered just to be able to buy at a lower cost

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-28
  • S66 Uniform Combined State Law Examination
    2014-03-28
Designations
  • Chartered Financial Consultant
Other Names
  • Yvette Elizabeth Meacham
  • Yvette Elizabeeth Ruiz

View on SEC IAPD

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