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Amanda Lee Maher

Edward Jones

Great Falls, MT

CRD 6721057

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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 2018-12-11
MT RA APPROVED 2017-03-13
  • TX RA
    APPROVED
    Since 2018-12-11
  • MT RA
    APPROVED
    Since 2017-03-13

Branch Locations

700 2Nd St South Suite 2, Great Falls, MT 59405 • 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 11/2016 Present
Stockman Bank Of Montana Great Falls MT 03/2016 11/2016
  • 11/2016 → Present
    Edward Jones
    St Louis, MO
  • 03/2016 → 11/2016
    Stockman Bank Of Montana
    Great Falls, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-11
  • S66 Uniform Combined State Law Examination
    2017-01-11
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

D.A. DAVIDSON & CO.
DAVIDSON INVESTMENT ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

LOUIS GINO DILELLO
JEFFREY JOHN KOTSMITH
COURTNEY ELLIS

Nearby Offices

D.A. DAVIDSON & CO. · GREAT FALLS, MT
DAVIDSON INVESTMENT ADVISORS, INC. · GREAT FALLS, MT
COMMONWEALTH FINANCIAL NETWORK · Great Falls, MT

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