Ea Moulton

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

• 07/2016 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2014-11-11 → 2016-07-07
  Wells Fargo Clearing Services, Llc
  Steamboat Springs, CO
  Denver, CO
  Denver, CO

Other Businesses

Rental property Steamboat Springs, CO Start date: 5/1/2005 Owner Hours per week: 0 Hours during trading: 0 Desc: We own a duplex we rent as Short term rental property, rent on AirB&B. We have hired a management company to manage the property. Sabina Jewelry Type of business: Jewelry Steamboat Springs, CO Start date: 8/1/2010 Owner Hours per week: 0 Hours during trading: 0 Desc: Before I took new position with Edward Jones as a FA I was 50/50 owner with my sister. Now I just help out when I can but still an owner of the company we started together. We do have a business acct at EJ. Steamboat Grand 1/4 time share Type of business: Time share Steamboat Springs, CO Start date: 11/10/2021 owner Hours per week: 0 Hours during trading: 0 no responsibilities owner of the time share Global Store LLC Type of business: Online Amazon Store Fraser, CO Start date: 5/15/2025 Owner Hours per week: 2 Hours during trading: 0 Desc: my dad purchased an amazon store for me through Stable storefront. I have to open the LLC and they manage all operations, buying products, shipping and payments. Its an online store that sells products on the Amazon and Walmart sites.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10

Other Names

• Ea Raindancer Jacobson