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Cooper Helm

Edward Jones

Peachtree City, GA

CRD 6791202

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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
GA RA APPROVED 2022-03-22
TX RA APPROVED_RES 2021-04-22
  • GA RA
    APPROVED
    Since 2022-03-22
  • TX RA
    APPROVED_RES
    Since 2021-04-22

Branch Locations

6000 Shakerag Hl Suite 202, Peachtree City, GA 30269-6523 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 05/2017 Present
Magnuson Hotels Spokane WA 04/2015 05/2017
  • 05/2017 → Present
    Saint Louis, MO
  • 04/2015 → 05/2017
    Magnuson Hotels
    Spokane, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-14
  • S66 Uniform Combined State Law Examination
    2017-07-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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