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Samuel Abernathy

Edward Jones

Poteau, OK

CRD 7621721

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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
OK RA APPROVED 2023-12-06
TX RA APPROVED 2023-06-28
  • OK RA
    APPROVED
    Since 2023-12-06
  • TX RA
    APPROVED
    Since 2023-06-28

Branch Locations

2106 N. Broadway, Poteau, OK 74953 • 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 09/2022 02/2025
United States Army Fort Hood TX 01/2012 06/2022
Family First Life Austin TX 05/2022 09/2022
Edward Jones St. Louis MO 02/2025 Present
  • 09/2022 → 02/2025
    Edward Jones
    St. Louis, MO
  • 01/2012 → 06/2022
    United States Army
    Fort Hood, TX
  • 05/2022 → 09/2022
    Family First Life
    Austin, TX
  • 02/2025 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-07
  • S66 Uniform Combined State Law Examination
    2023-01-07

View on SEC IAPD

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