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Amy Lines Whaley

Edward Jones

Macon, GA

CRD 6742635

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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_RES 2021-04-24
GA RA APPROVED 2019-10-02
  • TX RA
    APPROVED_RES
    Since 2021-04-24
  • GA RA
    APPROVED
    Since 2019-10-02

Branch Locations

5233 Riverside Dr Ste B, Macon, GA 31210-0000 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2019 Present
Homemaker Macon GA 08/2014 01/2017
Edward Jones Macon GA 01/2017 07/2019
  • 07/2019 → Present
    St Louis, MO
  • 08/2014 → 01/2017
    Homemaker
    Macon, GA
  • 01/2017 → 07/2019
    Macon, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-28
  • S66 Uniform Combined State Law Examination
    2019-09-28
Other Names
  • Amy Louise Lines
  • Amy Lines Miller
  • Amy L Miller

View on SEC IAPD

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