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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 | 2018-12-11 |
| OK | RA | APPROVED | 2018-01-16 |
Branch Locations
2297 N 9Th St Suite 117, Broken Arrow, OK 74012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stagner Financial Advisory | Edmond | OK | 07/2014 | 01/2018 |
| Stagner Financial Advisory Group, Llc | Edmond | OK | 07/2016 | 01/2018 |
| Ksl Wealth Management Llc | Edmond | OK | 03/2015 | 01/2018 |
| Private Client Services, Llc | Louisville | KY | 08/2016 | 01/2018 |
| Legacy Advance Solutions Llc | Edmond | OK | 11/2016 | 04/2017 |
| Edward Jones | St.LOuis | MO | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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