Richard Ernest Lundy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Laurel and Stone Holdings LLC Type of business: Real Estate Holdings North Myrtle Beach, SC Start date: 11/25/2025 partner Hours per week: 0 Hours during trading: 0 Wife and I are sole owners of an LLC that we created in order to purchase an investment property in North Carolina. We close on our first property on 11/25/25.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-25

Other Names

• Rick Lundy
• Richard Lundy