Bonnie Jeanne Rule

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → Present
  Edward Jones
  St Louis, MO
• 07/2021 → 07/2022
  Copart
  Marlboro, NY
• 01/2019 → 06/2022
  Color Street
  Pine Bush, NY
• 10/2004 → 12/2016
  Partylite Gifts Inc
  Pine Bush, NY
• 11/2016 → 06/2022
  Visionary Real Estate Solutions
  Pine Bush, NY

Other Businesses

Visionary Real Estate Solutions Type: Real Estate Flipping/Rehabbing Date: 11/01/16 Title: Owner/Manager Trad Hrs: 0 Tot Hrs: 0 Desc: Owner - business is currently dormant I do not have my Real Estate License City-State: Pine Bush NY

Exams

• S66 Uniform Combined State Law Examination
  2022-11-08

Other Names

• Bonnie Jeanne Parker