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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED_RES | 2019-10-09 |
| IL | RA | APPROVED | 2019-07-30 |
Branch Locations
208 W Homer Adams Pkwy, Godfrey, IL 62035-3302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbm Wealth Consultants Llc | Town & Country | MO | 02/2015 | 11/2016 |
| Mbm Wealth Consultants Llc | Chesterfield | MO | 11/2016 | 11/2018 |
| Mbm Insurance Services | Chesterfield | MO | 10/2018 | Present |
| Edward Jones | St Louis | MO | 05/2019 | Present |
Rental property Kirkwood, MO Start date: 11/25/2014 Owner Hours per week: 0 Hours during trading: 0 Rental property Rental property Kirkwood, MO Start date: 11/25/2014 Owner Hours per week: 0 Hours during trading: 0 Rental property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-14 |
| S66 | Uniform Combined State Law Examination | 2009-03-05 |
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