Joshua Lee Jackson

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

• 06/2017 → 04/2018
  Edward Jones
  St Louis, MO
• 06/2014 → 06/2017
  Edward Jones
  Lumberton, NC
• 11/2020 → Present
  Edward Jones
  St Louis, MO
• 04/2018 → Present
  Southeastern Regional Medical Center
  Lumberton, NC

Previous Registrations

• 2017-09-01 → 2018-04-26
  Edward Jones
  Lumberton, NC
  St Louis, MO
  Lumberton, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-01-20

Designations

• Certified Financial Planner