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Ellis Mccasland

Edward Jones

Lubbock, TX

CRD 6777631

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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 2017-08-31
  • TX RA
    APPROVED
    Since 2017-08-31

Branch Locations

5021 122Nd St Ste 100, Lubbock, TX 79424-8399 • 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 04/2017 Present
Millennium Networks, Llc, (Subsidiary Of Silver Star Comm.) Freedom WY 06/2015 11/2016
Unemployed Idalou TX 11/2016 04/2017
  • 04/2017 → Present
    St Louis, MO
  • 06/2015 → 11/2016
    Millennium Networks, Llc, (Subsidiary Of Silver Star Comm.)
    Freedom, WY
  • 11/2016 → 04/2017
    Unemployed
    Idalou, TX
Other Businesses

Rio Properties Inc Type of business: Real estate rental property Clovis, NM Start date: 1/1/1981 Shareholder (33% owner) Hours per week: 1 Hours during trading: 0 1/3 owner of a family owned business that owns and manages residential rental property in Clovis, NM. Rio Properties Inc Type of business: Real estate rental property Clovis, NM Start date: 6/8/1983 Shareholder (33% owner) Hours per week: 0 Hours during trading: 0 1/3 owner of a family owned business that owns residential rental property in Clovis, NM. Rio Properties Inc Clovis, NM Start date: 8/1/2019 Director/President Hours per week: 0 Hours during trading: 0 Director and President of the corporation providing advice and consultation 2-3 times per year after trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-29
  • S66 Uniform Combined State Law Examination
    2017-07-29

View on SEC IAPD

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