Timothy Michael Mooney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2009-12-15 → 2012-04-17
  Msi Financial Services, Inc.
  Lake Oswego, OR
• 2009-10-05 → 2009-11-17
  Ameriprise Financial Services, Llc
  Lake Oswego, OR
  Portland, OR
• 2007-12-10 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Lake Oswego, OR
  Tigard, OR

Other Businesses

Beaverton School District--Mountainside High School Type of business: High School--baseball coaching Beaverton, OR Start date: 2/18/2020 Freshman baseball coach Hours per week: 15 Hours during trading: 0 Coaching Freshman Baseball team after school hours for practices and games Monday thru Friday from Mid-Feb thru May

Exams

• S66 Uniform Combined State Law Examination
  2007-12-07
• S63 Uniform Securities Agent State Law Examination
  1999-01-21

Other Names

• Tim Mooney
• Timothy M Mooney