Best Investors Account Sign in

Paul Louis Wolfgang Mccreight

Edward Jones

Roseville, MN

CRD 5150271

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_RES 2019-02-20
MN RA APPROVED 2013-12-10
  • TX RA
    APPROVED_RES
    Since 2019-02-20
  • MN RA
    APPROVED
    Since 2013-12-10

Branch Locations

1751 N Lexington, Roseville, MN 55113 • 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 05/2006 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Paul Mccreight

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

KERMIT WILLARD IVERSON
Kathryn Olivia Iverson
ALLEN RAY STEPPA

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ROSEVILLE, MN
LPL ENTERPRISE, LLC · ROSEVILLE, MN
J.P. MORGAN SECURITIES LLC · Roseville, MN

More in Roseville, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor