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Amelia Shoko Carlson

Edward Jones

Steamboat Springs, CO

CRD 7460735

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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 2024-03-25
CO RA APPROVED 2024-03-07
  • TX RA
    APPROVED
    Since 2024-03-25
  • CO RA
    APPROVED
    Since 2024-03-07

Branch Locations

934 Oak St, Steamboat Springs, CO 80487 • 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 12/2021 03/2024
Steamboat Veterinary Hospital, Pc Steamboat Springs CO 06/2011 11/2021
Ruby Ribbon Hayden CO 12/2020 10/2021
Edward Jones Steamboat Springs CO 04/2024 08/2025
Edward Jones St. Louis MO 08/2025 Present
  • 12/2021 → 03/2024
    St. Louis, MO
  • 06/2011 → 11/2021
    Steamboat Veterinary Hospital, Pc
    Steamboat Springs, CO
  • 12/2020 → 10/2021
    Ruby Ribbon
    Hayden, CO
  • 04/2024 → 08/2025
    Steamboat Springs, CO
  • 08/2025 → Present
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-04
Other Names
  • Amelia Shoko Hague

View on SEC IAPD

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