Sherman Jack Belfry

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	2025-12-04
WA	RA	APPROVED	2023-12-18

TX RA
APPROVED

Since 2025-12-04
WA RA
APPROVED

Since 2023-12-18

Branch Locations

Spokane Valley, WA • United States

23403 E Mission Suite 101, Liberty Lake, WA 99019 • 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	10/2023	Present
Bridgestone Americas	Spokane Valley	WA	10/2013	07/2023

10/2023 → Present

Edward Jones

St Louis, MO
10/2013 → 07/2023

Bridgestone Americas

Spokane Valley, WA

Other Businesses

Liberty Creek PTO Type: Date: 08/01/25 Title: President Trad Hrs: 0 Tot Hrs: 0 Desc: Typically would have access to bank accounts, check writing, etc., but have not been given that access yet, and will not allow them to give me that access, will make it clear that I cannot have discretionary authority over any assets. City-State: Liberty Lake WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-11

S66 Uniform Combined State Law Examination

2023-12-11

View on SEC IAPD