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Amy Marie Poduch

Edward Jones

North Barrington, IL

CRD 3179632

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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 2018-12-13
IL RA APPROVED 2010-12-14
  • TX RA
    APPROVED_RES
    Since 2018-12-13
  • IL RA
    APPROVED
    Since 2010-12-14

Branch Locations

108 S Wynstone Park Dr Ste 119, North Barrington, IL 60010 • 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 St Louis MO 11/2010 Present
Previous Registrations
  • 2005-06-09 → 2006-07-11
    Van Kampen Advisors Inc
    Downers Grove, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-13
S65 Uniform Investment Adviser Law Examination 2001-08-10
S63 Uniform Securities Agent State Law Examination 2000-07-25
  • S66 Uniform Combined State Law Examination
    2010-12-13
  • S65 Uniform Investment Adviser Law Examination
    2001-08-10
  • S63 Uniform Securities Agent State Law Examination
    2000-07-25
Designations
  • Certified Financial Planner
Other Names
  • Amy Marie Perrino
  • Amy Marie Perrino

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
WORLD INVESTMENT ADVISORS, LLC
ROBERTSON STEPHENS

Nearby Investors

ZACHARY ALEXANDER CASHMORE
Jeffrey John Stonecliffe
KENT ANDREW BELLGRAU

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NORTH BARRINGTON, IL
WORLD INVESTMENT ADVISORS, LLC · North Barrington, IL
ROBERTSON STEPHENS · North Barrington, IL

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