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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-20 |
| WI | RA | APPROVED | 2026-07-21 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 10/2023 | 04/2026 |
| Chance Productions | Mount Pleasant | WI | 12/2017 | 12/2022 |
| State Bank Of Cross Plains | Middleton | WI | 07/2016 | 04/2021 |
| The Clearing Space | Middleton | WI | 08/2023 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2021 | 04/2026 |
| Edward Jones | St. Louis | MO | 04/2026 | Present |
| The Operating Edge | Middleton | WI | 04/2025 | Present |
The Clearing Space LLC Type of business: Lifestyle/wellness consulting Middleton, WI Start date: 10/17/2024 Owner Hours per week: 0 Hours during trading: 0 Provide limited consulting services for home organization and personal wellness. The Operating Edge LLC Type of business: Business consulting Middleton, WI Start date: 4/12/2025 Strategic Partner Hours per week: 2 Hours during trading: 0 Support the operations of my husband's company on a limited basis and facilitate connections in the local Madison, WI business community. Big Box Overstock LLC Type of business: General consumer retail Middleton, WI Start date: 3/23/2026 Partner Hours per week: 2 Hours during trading: 0 Guide long-term growth and strategy of our family business on a limited basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-16 |
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