Best Investors
Account
Sign in
Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-31 |
Branch Locations
Healdsburg, CA • United States
12555 Manchester Road, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2026 | Present |
| Healdsburg Hospitality | Healdsburg | CA | 09/2025 | 04/2026 |
| Kendal At Sonoma | Healdsburg | CA | 09/2023 | 09/2025 |
| Montage Resorts | Healdsburg | CA | 04/2023 | 09/2023 |
| Compass Group-Usa | Santa Rosa | CA | 06/2014 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
Reach out to this advisor