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Victoria Zoller

Edward Jones

Lacey, WA

CRD 6398233

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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
TX RA APPROVED 2024-07-25
WA RA APPROVED 2024-05-17
  • TX RA
    APPROVED
    Since 2024-07-25
  • WA RA
    APPROVED
    Since 2024-05-17

Branch Locations

130 Marvin Road Se Ste 140, Lacey, WA 98503 • 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 Tumwater WA 09/2014 03/2024
Edward Jones St Louis MO 03/2024 Present
Other Businesses

Seasons HOA Lacey, WA Start date: 2/18/2022 Secretary Hours per week: 0 Hours during trading: 0 Takes notes for meeting minutes at monthly HOA Board meeting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-15
  • S66 Uniform Combined State Law Examination
    2024-05-15

View on SEC IAPD

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