Best Investors
Account
Sign in
Best Investors
Account
Sign in
Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-28 |
| OR | RA | APPROVED | 2018-06-22 |
Branch Locations
117 1St Ave Ne Suite 101, Albany, OR 97321-2733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosenbaum Financial | Portland | OR | 09/2003 | 06/2018 |
| Ploutus Advisory Service | Hillsboro | OR | 12/2013 | Present |
| Edward Jones | St. Louis | MO | 06/2018 | Present |
Ploutus Advisory Services Type of business: Investment services Port Angeles, WA Start date: 12/31/2013 Owner Hours per week: 0 Hours during trading: 0 Company formed for accounting purposes to track commission income. * OSU Linn County Extension Type of business: Garden Advice Tangent, OR Start date: 2/14/2020 Master Gardener Trainee Hours per week: 0 Hours during trading: 0 There will be some hours during trading hours during training, but not normally. * CASA of Linn County Type of business: Child Services Albany, OR Start date: 9/19/2019 Volunteer Hours per week: 0 Hours during trading: 0 be as special advocate for a child in the foster care system. It would only let me add 1 account number, here's the other one 868-18936 * Oregon Archaeological Society Type of business: non-profit Portland, OR Start date: 1/31/2005 member Hours per week: 0 Hours during trading: 0 former treasurer and board member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-16 |
Reach out to this advisor