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Sierra Simone Walsh

Edward Jones

Lake Charles, LA

CRD 6326707

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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
LA RA APPROVED 2024-10-10
TX RA APPROVED 2022-07-13
  • LA RA
    APPROVED
    Since 2024-10-10
  • TX RA
    APPROVED
    Since 2022-07-13

Branch Locations

201 West College Suite B, Lake Charles, LA 70605 • 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 05/2022 Present
Edward Jones St Louis MO 07/2018 05/2022
Empire Of The Seed Lake Charles LA 08/2017 05/2018
Mcneese State University Lake Charles LA 01/2017 05/2018
Edward Jones St Louis MO 06/2015 12/2017
Mcneese State University Lake Charles LA 05/2012 05/2018
  • 05/2022 → Present
    St Louis, MO
  • 07/2018 → 05/2022
    St Louis, MO
  • 08/2017 → 05/2018
    Empire Of The Seed
    Lake Charles, LA
  • 01/2017 → 05/2018
    Mcneese State University
    Lake Charles, LA
  • 06/2015 → 12/2017
    St Louis, MO
  • 05/2012 → 05/2018
    Mcneese State University
    Lake Charles, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-12
  • S66 Uniform Combined State Law Examination
    2022-07-12
Other Names
  • Sierra Simone O'PRy
  • Sierra Simone Opry

View on SEC IAPD

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