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Traci L Conlon

Edward Jones

Sewickley, PA

CRD 6296546

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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 2018-12-06
PA RA APPROVED 2014-03-31
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • PA RA
    APPROVED
    Since 2014-03-31

Branch Locations

Sewickley, PA • 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

Rental Property Cranberry Twp, PA Start date: 10/30/2017 Owner Hours per week: 0 Hours during trading: 0 Owner of rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-28
  • S66 Uniform Combined State Law Examination
    2014-03-28
Designations
  • Certified Financial Planner
Other Names
  • Traci L Beck
  • Traci L Conlon

View on SEC IAPD

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