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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
IL RA APPROVED 2025-02-19
MO RA APPROVED 2021-01-08
  • IL RA
    APPROVED
    Since 2025-02-19
  • MO RA
    APPROVED
    Since 2021-01-08

Branch Locations

Edwardsville, IL • United States

12555 Manchester Road, St. Louis, MO 63131 • United States

201 Progress Parkway, Maryland Heights, MO 63043 • 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 D Jones St. Louis MO 12/2016 Present
Mount Carmel Senior Living St. Charles MO 08/2015 05/2017
Lindenwood University St. Charles MO 08/2015 12/2018
  • 12/2016 → Present
    Edward D Jones
    St. Louis, MO
  • 08/2015 → 05/2017
    Mount Carmel Senior Living
    St. Charles, MO
  • 08/2015 → 12/2018
    Lindenwood University
    St. Charles, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-07
  • S66 Uniform Combined State Law Examination
    2021-01-07
Other Names
  • Derick Levi Engelke

View on SEC IAPD

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