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Joshua L Elliott

Edward Jones

St Charles, MO

CRD 7643654

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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 2024-04-24
MO RA APPROVED 2023-02-22
  • TX RA
    APPROVED
    Since 2024-04-24
  • MO RA
    APPROVED
    Since 2023-02-22

Branch Locations

2101 Bluestone Dr Suite 111, St Charles, MO 63303 • 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 10/2022 Present
Lindenwood University Saint Charles MO 05/2017 09/2022
Continental Commercial Products Saint Louis MO 02/2016 04/2017
  • 10/2022 → Present
    Edward Jones
    St Louis, MO
  • 05/2017 → 09/2022
    Lindenwood University
    Saint Charles, MO
  • 02/2016 → 04/2017
    Continental Commercial Products
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-27
  • S66 Uniform Combined State Law Examination
    2022-12-27
Other Names
  • Joshua Elliott
  • Joshua Layne Elliott

View on SEC IAPD

Nearby Firms

U.S. BANCORP ADVISORS, LLC
CREATIVE FINANCIAL DESIGNS, INC.
QUANTUMLEAP WEALTH MANAGEMENT, LLC

Nearby Investors

Mark Edward Charlton
Janine Marie McWhirteryoung
Bradley J. Meyer

Nearby Offices

EDWARD JONES · ST CHARLES, MO
U.S. BANCORP ADVISORS, LLC · Saint Charles, MO
EDWARD JONES · ST CHARLES, MO

More in St Charles, MO

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