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Amy Shreve

Edward Jones

Miamisburg, OH

CRD 7453679

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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
OH RA APPROVED 2022-01-05
  • OH RA
    APPROVED
    Since 2022-01-05

Branch Locations

10 S Main St, Miamisburg, OH 45342 • 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 St Louis MO 11/2021 Present
Illinois Great Rivers Conference Of The Umc Springfield IL 09/2016 08/2021
Self-Employed Middletown OH 09/2021 10/2021
  • 11/2021 → Present
    St Louis, MO
  • 09/2016 → 08/2021
    Illinois Great Rivers Conference Of The Umc
    Springfield, IL
  • 09/2021 → 10/2021
    Self-Employed
    Middletown, OH
Other Businesses

Self-employed Type of business: coaching Middletown, OH Start date: 9/1/2021 Coaching/IndependentConsultant Hours per week: 2 Hours during trading: 1 Virtual coaching calls for pastors or NPO leaders primarily in Illinois.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2022-01-04
Designations
  • Certified Financial Planner
Other Names
  • Amy Suzanne Kreps
  • Amy Suzanne Kreps Shreve

View on SEC IAPD

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