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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 2024-03-01
CT RA APPROVED 2024-02-22
  • TX RA
    APPROVED
    Since 2024-03-01
  • CT RA
    APPROVED
    Since 2024-02-22

Branch Locations

Fairfield, CT • United States

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

200 Mill Plain Rd, Fairfield, CT 06824 • 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 01/2017 Present
Easton Public Schools Easton CT 08/2015 06/2016
Old Saybrook Public Schools Old Saybrook CT 10/2017 03/2018
Unemployed Fairfield CT 07/2016 12/2016
Wilton Public Schools Wilton CT 01/2018 04/2018
New Canaan Public Schools New Canaan CT 01/2018 04/2018
  • 01/2017 → Present
    St. Louis, MO
  • 08/2015 → 06/2016
    Easton Public Schools
    Easton, CT
  • 10/2017 → 03/2018
    Old Saybrook Public Schools
    Old Saybrook, CT
  • 07/2016 → 12/2016
    Unemployed
    Fairfield, CT
  • 01/2018 → 04/2018
    Wilton Public Schools
    Wilton, CT
  • 01/2018 → 04/2018
    New Canaan Public Schools
    New Canaan, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-20
  • S66 Uniform Combined State Law Examination
    2024-02-20
Other Names
  • Linda M Rogel
  • Linda M Pryor

View on SEC IAPD

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