Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-02-21 |
| MO | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2014 | 07/2018 |
| Charles Schwab & Co Inc | St Louis | MO | 08/2018 | 07/2019 |
| Charles Schwab Bank | St. Louis | MO | 08/2018 | 07/2019 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2019 | 06/2022 |
| Edward Jones | St Louis | MO | 12/2024 | Present |
| Argos Capital Partners | St. Louis | MO | 07/2022 | 11/2024 |
Liberty Tree Properties, LLC Type: Rental Property Date: 08/17/22 Title: Manager/Owner Trad Hrs: 0 Tot Hrs: 2 Desc: Maintain and manage a direct real estate rental property. City-State: Imperial MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-13 |
| S66 | Uniform Combined State Law Examination | 2015-07-14 |
Reach out to this advisor