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Jonathan Epler

Edward Jones

Poquoson, VA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-14
VA RA APPROVED 2017-03-14
  • TX RA
    APPROVED_RES
    Since 2022-03-14
  • VA RA
    APPROVED
    Since 2017-03-14

Branch Locations

374 Wythe Creek Rd Suite C, Poquoson, VA 23662 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Virginia Beach VA 10/2015 01/2017
Edward Jones St Louis MO 01/2017 Present
  • 10/2015 → 01/2017
    Ameriprise Financial Services, Inc.
    Virginia Beach, VA
  • 01/2017 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-11
S63 Uniform Securities Agent State Law Examination 2015-06-08
  • S65 Uniform Investment Adviser Law Examination
    2016-05-11
  • S63 Uniform Securities Agent State Law Examination
    2015-06-08
Designations
Other Names
  • Jonathan Epler
  • Jonathan David Epler

View on SEC IAPD

Other Firms

HORNOR, TOWNSEND & KENT, LLC
EAGLE STRATEGIES LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
NORSEMAN ADVISORY GROUP, INC.

Other Investors

Autumn Marshall Epler
Regan Nicole Van Cura
Stephanie Bonniville
TYLER AARON CRUZ
GREGORY FRANK EARWOOD
CHRISTOPHER IGNACIO CRUZ
TIMOTHY CARL KROSKEY
Robert Walter Self

Other Offices

EDWARD JONES · POQUOSON, VA
HORNOR, TOWNSEND & KENT, LLC · POQUOSON, VA
EAGLE STRATEGIES LLC · YORKTOWN, VA
EQUITABLE ADVISORS, LLC · YORKTOWN, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Hampton, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Yorktown, VA
EDWARD JONES · YORKTOWN, VA
LPL FINANCIAL LLC · YORKTOWN, VA

More in Poquoson, VA

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