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Cara Christina Widmer

Edward Jones

Sebastopol, CA

CRD 1267898

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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_RES 2024-03-23
CA RA APPROVED 2005-05-20
  • TX RA
    APPROVED_RES
    Since 2024-03-23
  • CA RA
    APPROVED
    Since 2005-05-20

Branch Locations

1161 Hwy 116 S, Sebastopol, CA 95472 • 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 05/2005 Present
Previous Registrations
Other Businesses

Rental Santa Rosa, CA Start date: 1/1/2024 Rental Property Hours per week: 5 Hours during trading: 1 rental * "Chris Terry Type: Date: 01/01/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: rental City-State: Santa Rosa CA"

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-18
S63 Uniform Securities Agent State Law Examination 1985-11-19
  • S65 Uniform Investment Adviser Law Examination
    1999-10-18
  • S63 Uniform Securities Agent State Law Examination
    1985-11-19

View on SEC IAPD

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