Sherlon Page Belk

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

• 10/2007 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2005-04-12 → 2007-10-11
  A. G. Edwards & Sons, Inc.
  Rocky Mount, NC
  Rocky Mount, NC
• 2002-11-04 → 2003-08-14
  Wells Fargo Clearing Services, Llc
  Rocky Mount, NC

Other Businesses

Sherlon P Belk Properties LLC Type of business: home Spring Hope, NC Start date: 2/15/2022 Owner Hours per week: 0 Hours during trading: 0 Maintain Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-31
• S63 Uniform Securities Agent State Law Examination
  1990-01-26

Other Names

• Sherlon Lynn Page