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Joshua Keith Beard

Edward Jones

Geneva, IL

CRD 7463486

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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 2023-03-30
IL RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2023-03-30
  • IL RA
    APPROVED
    Since 2022-01-24

Branch Locations

2172 Blackberry Drive Suite 104, Geneva, IL 60134 • 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
American Bank & Trust Davenport IA 04/2015 10/2021
Wash Depot Holdings - Simonize Car Wash Rock Island IL 11/2016 02/2017
  • 11/2021 → Present
    Edward Jones
    St Louis, MO
  • 04/2015 → 10/2021
    American Bank & Trust
    Davenport, IA
  • 11/2016 → 02/2017
    Wash Depot Holdings - Simonize Car Wash
    Rock Island, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-20
  • S66 Uniform Combined State Law Examination
    2022-01-20

View on SEC IAPD

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