Jeffery Charles Pleet

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

• 09/2009 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Merry Heart Chicks, LLC Type of business: Holding Company Anacortes, WA Start date: 7/15/2024 Member Hours per week: 1 Hours during trading: 1 This is an LLC formed to hold the rental property listed elsewhere on this report. The property will be the new location for our Edward Jones office. ***** "Northwest WA Estate Planning Council Type: Date: 05/14/25 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Board member handling community outreach events City-State: Bellingham WA"

Exams

• S66 Uniform Combined State Law Examination
  2009-12-03
• S65 Uniform Investment Adviser Law Examination
  1999-06-24
• S63 Uniform Securities Agent State Law Examination
  1993-03-25

Designations

• Chartered Financial Consultant