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Jeffrey D Schaub

Edward Jones

Byron Center, MI

CRD 6779385

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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 2021-02-18
MI RA APPROVED 2017-08-31
  • TX RA
    APPROVED_RES
    Since 2021-02-18
  • MI RA
    APPROVED
    Since 2017-08-31

Branch Locations

2464 Byron Station Dr Sw Ste B, Byron Center, MI 49315 • 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 04/2017 Present
Herman Miller Zeeland MI 02/2016 03/2017
Market Source Hanover MD 09/2015 04/2017
  • 04/2017 → Present
    St Louis, MO
  • 02/2016 → 03/2017
    Herman Miller
    Zeeland, MI
  • 09/2015 → 04/2017
    Market Source
    Hanover, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-20
  • S66 Uniform Combined State Law Examination
    2017-07-20
Other Names
  • Jeff David Schaub
  • Jeffrey David Schaub

View on SEC IAPD

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