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Jeffrey Brian Scott

Edward Jones

Appleton, WI

Appleton, WI

CRD 3099240

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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
WI RA APPROVED 1998-09-09
  • WI RA
    APPROVED
    Since 1998-09-09

Branch Locations

Appleton, WI • United States

161 S Riverheath Way Suite 2400, Appleton, WI 54915 • 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 D. Jones & Co., L.P. Appleton WI 06/1998 Present
  • 06/1998 → Present
    Edward D. Jones & Co., L.P.
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-19
S63 Uniform Securities Agent State Law Examination 1998-09-03
  • S65 Uniform Investment Adviser Law Examination
    2006-07-19
  • S63 Uniform Securities Agent State Law Examination
    1998-09-03

View on SEC IAPD

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