Jason Dick

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

Authority	Category	Status	Date
TX	RA	APPROVED	2019-05-07
OK	RA	APPROVED	2019-03-05

TX RA
APPROVED

Since 2019-05-07
OK RA
APPROVED

Since 2019-03-05

Branch Locations

1628 S Cincinnati Ave, Tulsa, OK 74119-4418 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	12/2018	Present
Viasat	Carlsbad	CA	05/2017	02/2019
Thales Avionics	Irvine	CA	04/2014	05/2017

12/2018 → Present

Edward Jones

St Louis, MO
05/2017 → 02/2019

Viasat

Carlsbad, CA
04/2014 → 05/2017

Thales Avionics

Irvine, CA

Other Businesses

Viasat Type: Satellite Connectivity Date: 05/22/17 Title: Field Support Engineer Trad Hrs: 0 Tot Hrs: 5 Desc: Provide updates for customer activities in Tulsa, OK. City-State: Carlsbad CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-04

S66 Uniform Combined State Law Examination

2019-03-04

View on SEC IAPD