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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-05 |
| NC | RA | APPROVED | 2022-06-21 |
Branch Locations
8000 Regency Pkwy Suite 140, Cary, NC 27518-8582 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2022 | Present |
| Justin Clayton Insurance Agency Dba Justin Clayton State Farm | Apex | NC | 01/2021 | 03/2022 |
| State Farm Insurance | Apex | NC | 08/2020 | 12/2020 |
| Ferguson Enterprises | Apex | NC | 09/2003 | 08/2020 |
"Justin Clayton Insurance Agency Type of business: Insurance Apex, NC Start date: 1/1/2021 Agent/Owner Hours per week: 1 Hours during trading: 0 in process of closing down my prior insurance business." **** "Exit Planning Institute - Raleigh / Durham Chapter Type: Date: 09/19/24 Title: Founder Trad Hrs: 0 Tot Hrs: 0 Desc: We are founding an EPI (Exit Planning Institute) Chapter in Raleigh Durham (5 other co-founders) in 2025 in order to educate CEPAs in the area by bringing CE content and helping educate those who help business owners exit their businesses. City-State: Cary NC" **** "LinkBusiness Type: Date: 10/19/22 Title: Co-Founder Trad Hrs: 0 Tot Hrs: 0 Desc: Co-founder of an LLC for a referral networking group similar to BNI. I have no access to group funds or any bank information. City-State: Raleigh NC"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-18 |
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