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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-07 |
Branch Locations
7000 Preston Road Suite 1000, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Addison | TX | 03/2014 | 05/2021 |
| Usaa Financial Planning Services | Addison | TX | 04/2014 | 05/2021 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2021 |
| Edward Jones | St. Louis | MO | 06/2021 | Present |
Inteletravel Type of business: Travel Agent Dallas, TX Start date: 8/7/2025 Agent Hours per week: 0 Hours during trading: 0 Travel Agency Business. * Rental Rosedale, NY Start date: 1/1/2010 Rental Hours per week: 0 Hours during trading: 0 None * Rental NORTH LOXAHATCHEE, FL Start date: 1/1/2010 Rental Hours per week: 0 Hours during trading: 0 None * RENTAL Type of business: RENTAL PROPERTIES QUEENS VILLAGE, NY Start date: 1/1/2010 RENTAL Hours per week: 0 Hours during trading: 0 FAMILY BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
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