Jeffrey M Westra

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

Authority	Category	Status	Date
MI	RA	APPROVED	2017-06-23

MI RA
APPROVED

Since 2017-06-23

Branch Locations

Middleville, MI • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	02/2017	Present
State Of Michigan/Department Of Corrections	Lansing	MI	09/2013	02/2017

02/2017 → Present

Edward Jones

St Louis, MO
09/2013 → 02/2017

State Of Michigan/Department Of Corrections

Lansing, MI

Other Businesses

Starting Over For Success Hastings, MI Start date: 8/1/2018 Board Member Hours per week: 0 Hours during trading: 0 Policy and general decision making for the direction of the company - not a treasurer position. This is not a publically traded company, and investment advice will not be given. As of this review and update - S.O.S has opened an investment account.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-14

S66 Uniform Combined State Law Examination

2017-04-14

Other Names

Jeff Mark Westra
Jeffrey Mark Westra

View on SEC IAPD