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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 | 2026-03-18 |
| OR | RA | APPROVED | 2025-11-16 |
Branch Locations
5331 S Macadam Avenue Suite 376, Portland, OR 97239 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 05/2022 | 08/2025 |
| Vita Solutions | Portland | OR | 06/2021 | 05/2022 |
| Syneos Health | Portland | OR | 01/2021 | 06/2021 |
| Omnicare Pharmacy | Portland | OR | 09/2019 | 08/2020 |
| University Of Oregon | Eugene | OR | 09/2015 | 08/2019 |
| Unemployed | Portland | OR | 08/2020 | 01/2021 |
| Edward Jones | St. Louis | MO | 11/2024 | Present |
| Total Quality Logistics | Portland | OR | 07/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-05 |
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