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Joleen Vicky Coolman Oswald

Edward Jones

Zachary, LA

CRD 6806417

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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 2026-04-14
LA RA APPROVED 2026-02-24
  • TX RA
    APPROVED
    Since 2026-04-14
  • LA RA
    APPROVED
    Since 2026-02-24

Branch Locations

1215 Independence Blvd Bldg 8 Ste B, Zachary, LA 70791 • 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 Zachary LA 06/2017 Present
Unemployed Zachary LA 11/2015 06/2017
  • 06/2017 → Present
    Edward Jones
    Zachary, LA
  • 11/2015 → 06/2017
    Unemployed
    Zachary, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
  • S66 Uniform Combined State Law Examination
    2026-02-23
Other Names
  • Joleen Vicky Coolman

View on SEC IAPD

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