Thomas A Souza

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-29
FL	RA	APPROVED	2022-09-01

TX RA
APPROVED

Since 2025-07-29
FL RA
APPROVED

Since 2022-09-01

Branch Locations

2767 S State Road 7 Ste 202, Wellington, FL 33414 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2022	Present
319 Insight Inc.	Pompano Beach	FL	06/2020	01/2022
Personalized Experts	Boca Raton	FL	03/2003	06/2020

04/2022 → Present

Edward Jones

St Louis, MO
06/2020 → 01/2022

319 Insight Inc.

Pompano Beach, FL
03/2003 → 06/2020

Personalized Experts

Boca Raton, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-12

S66 Uniform Combined State Law Examination

2022-08-12

Other Names

Thomas Souza

View on SEC IAPD