Joni Marie Preston

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

• 09/2011 → Present
  Photobug Photo Booth, Llc
  Holt, MI
• 02/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Property Lansing, MI Start date: 8/1/2013 Homeowner Hours per week: 0 Hours during trading: 0 Maintain rental property.*** Photobug Photo Booth, LLC Type of business: Photo Booth Rental Company Holt, MI Start date: 9/2/2011 Owner Hours per week: 5 Hours during trading: 1 Desc: I own a photo booth rental business that rents mobile photo booth equipment for special events such as weddings, corporate and private events. My responsibilities include client contact, scheduling, and accounting. I currently have one attendant that is paid via a 1099 that works events. 344 S Jefferson, LLC Type of business: Investment real estate Mason, MI Start date: 2/17/2024 Owner Hours per week: 5 Hours during trading: 1 Desc: My husband and I purchased a vacant commercial property that needs to be completely remodeled. we are currently only in the phases of getting bids for construction. This is both commercial and residential.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-28

Designations

• Certified Financial Planner

Other Names

• Joni Marie Preston