Colleen Ann-marie Baird

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_RES	2018-12-04
AL	RA	APPROVED	2006-10-25

TX RA
APPROVED_RES

Since 2018-12-04
AL RA
APPROVED

Since 2006-10-25

Branch Locations

4000 Meadow Lake Drive Suite 120, Birmingham, AL 35242 • 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	11/2003	Present

11/2003 → Present

Edward Jones

St Louis, MO

Previous Registrations

2003-03-31 → 2003-11-18

Valic Financial Advisors, Inc.

Birmingham, AL

Other Businesses

Type of business: Rental Property Birmingham, AL Start date: 2/1/2005 Silent owner Hours per week: 0 Hours during trading: 0 Maintain property Type of business: Rental Property Brunswick, OH Start date: 3/1/2021 Owner Hours per week: 0 Hours during trading: 0 Maintain property Three International Type of business: Vitamins Lehi, UT Start date: 1/2/2025 Ambassador Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-03-28
S63	Uniform Securities Agent State Law Examination	1999-03-08

S65 Uniform Investment Adviser Law Examination

2003-03-28
S63 Uniform Securities Agent State Law Examination

1999-03-08

Designations

Certified Financial Planner

Other Names

Colleen Ann Marie Ahern
Colleen Annmarie Ahern
Colleen Annmarie Baird

View on SEC IAPD