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Elda Castillo

Edward Jones

Mcallen, TX

CRD 5155028

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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 2016-08-26
  • TX RA
    APPROVED
    Since 2016-08-26

Branch Locations

800 N Main St Ste 130, Mcallen, TX 78501-4971 • 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 05/2016 Present
Other Businesses

MICE Group Type of business: Used Clothing Alamo, TX Start date: 4/18/2025 Partner Hours per week: 5 Hours during trading: 0 I use quick books to help with the management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-06
  • S66 Uniform Combined State Law Examination
    2016-07-06
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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