Best Investors Account Sign in

Jeffrey M Toone

Edward Jones

Springville, UT

Provo, UT

CRD 7484653

Claim This Profile
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 2023-08-30
UT RA APPROVED 2022-03-08
  • TX RA
    APPROVED
    Since 2023-08-30
  • UT RA
    APPROVED
    Since 2022-03-08

Branch Locations

Springville, UT • United States

3325 N University Ave Suite 150, Provo, UT 84604 • 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 01/2022 Present
Precoa Orem UT 07/2018 12/2021
Unemployment Provo UT 12/2014 06/2018
  • 01/2022 → Present
    Edward Jones
    St Louis, MO
  • 07/2018 → 12/2021
    Precoa
    Orem, UT
  • 12/2014 → 06/2018
    Unemployment
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2022-03-07
Other Names
  • Jeffrey Mark Toone

View on SEC IAPD

More in Springville, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor