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Jason Donald Cicioni

Edward Jones

Cortland, NY

CRD 3159486

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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
NY RA APPROVED 2021-06-29
TX RA APPROVED_RES 2018-12-27
MO RA APPROVED 2010-12-23
  • NY RA
    APPROVED
    Since 2021-06-29
  • TX RA
    APPROVED_RES
    Since 2018-12-27
  • MO RA
    APPROVED
    Since 2010-12-23

Branch Locations

21 Main Street, Cortland, NY 13045 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Rogers AR 11/1998 Present
  • 11/1998 → Present
    Edward D. Jones & Co., L.P.
    Rogers, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-31
S63 Uniform Securities Agent State Law Examination 1999-01-13
  • S66 Uniform Combined State Law Examination
    2007-01-31
  • S63 Uniform Securities Agent State Law Examination
    1999-01-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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