Joseph Edward Tooley

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
TX	RA	APPROVED_RES	2024-04-11
CA	RA	APPROVED	2017-07-19

TX RA
APPROVED_RES

Since 2024-04-11
CA RA
APPROVED

Since 2017-07-19

Branch Locations

2151 Herndon Ave Ste #101, Clovis, CA 93611-6307 • 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

Organization	City	State	From	To
Unemployed	Clovis	CA	01/2017	04/2017
Comcast Cable Corp	Fresno	CA	04/2015	01/2017
Edward Jones	St Louis	MO	05/2017	Present

01/2017 → 04/2017

Unemployed

Clovis, CA
04/2015 → 01/2017

Comcast Cable Corp

Fresno, CA
05/2017 → Present

Edward Jones

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-15

S66 Uniform Combined State Law Examination

2017-07-15

View on SEC IAPD