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Jordan R Beecham

Edward Jones

Battle Creek, MI

CRD 7948020

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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 2025-02-28
MI RA APPROVED 2024-09-17
  • TX RA
    APPROVED
    Since 2025-02-28
  • MI RA
    APPROVED
    Since 2024-09-17

Branch Locations

40 Michigan Ave E, Battle Creek, MI 49017-4010 • 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
Dexter Builders Dexter MI 08/2012 01/2021
Summit Pointe Battle Creek MI 01/2021 04/2024
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 08/2012 → 01/2021
    Dexter Builders
    Dexter, MI
  • 01/2021 → 04/2024
    Summit Pointe
    Battle Creek, MI
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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