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CRD 7604556

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-21
PA	RA	APPROVED	2023-02-08

TX RA
APPROVED_RES

Since 2026-05-21
PA RA
APPROVED

Since 2023-02-08

Branch Locations

24 West Broad Street, Hazleton, PA 18201 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2022	Present
Henkels & Mccoy	York	PA	08/2020	08/2022
City Light & Power	Aberdeen Proving Ground	MD	03/2014	08/2020

08/2022 → Present

Edward Jones

St Louis, MO
08/2020 → 08/2022

Henkels & Mccoy

York, PA
03/2014 → 08/2020

City Light & Power

Aberdeen Proving Ground, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-06

S66 Uniform Combined State Law Examination

2023-02-06

View on SEC IAPD

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