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Carmen Irving

Edward Jones

Scotts Valley, CA

CRD 7868024

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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
CA RA APPROVED 2026-08-14
  • CA RA
    APPROVED
    Since 2026-08-14

Branch Locations

5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066 • 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 06/2026 Present
Edward Jones St. Louis MO 02/2024 06/2026
Pacific Home Design Soquel CA 11/2021 01/2024
Sj Kellerman & Associates Aptos CA 01/2005 02/2022
  • 06/2026 → Present
    St Louis, MO
  • 02/2024 → 06/2026
    St. Louis, MO
  • 11/2021 → 01/2024
    Pacific Home Design
    Soquel, CA
  • 01/2005 → 02/2022
    Sj Kellerman & Associates
    Aptos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-13
  • S66 Uniform Combined State Law Examination
    2026-08-13
Other Names
  • Carmen Elledge

View on SEC IAPD

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