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Jason Delfeld

Edward Jones

Ft Worth, TX

CRD 7946897

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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
TX RA APPROVED 2024-09-19
  • TX RA
    APPROVED
    Since 2024-09-19

Branch Locations

6115 Camp Bowie Suite 205, Ft Worth, TX 76116 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2024 Present
Hurst Police Department Hurst TX 12/2007 06/2024
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 12/2007 → 06/2024
    Hurst Police Department
    Hurst, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16

View on SEC IAPD

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