Peter Mowry

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

• 03/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

AA-local non-profit within Church East Granby, CT Start date: 7/26/2021 Treasurer Hours per week: 0 Hours during trading: 0 Desc: High-level, monthly reporting only. I would not be involved in cash-handling or check writing. Small amounts of cash donations are received by others. I would be notified what the amounts are, as well as expenses (rent only) and report these amounts on a spreadsheet at monthly business meeting.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-07

Other Names

• Peter Mowry