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Jeremy V Iverson

Edward Jones

Ephrata, WA

CRD 6867992

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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 2018-12-10
WA RA APPROVED 2018-01-03
  • TX RA
    APPROVED
    Since 2018-12-10
  • WA RA
    APPROVED
    Since 2018-01-03

Branch Locations

1529 Basin St Sw, Ephrata, WA 98823-2135 • 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 10/2017 Present
Big Bend Community College Moses Lake WA 11/2005 10/2017
  • 10/2017 → Present
    Edward Jones
    St Louis, MO
  • 11/2005 → 10/2017
    Big Bend Community College
    Moses Lake, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-02
  • S66 Uniform Combined State Law Examination
    2018-01-02

View on SEC IAPD

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Nearby Investors

Jason Matthew Robinson
Emma Lee Isaak
Bonnie Jean Helvey

Nearby Offices

EDWARD JONES · EPHRATA, WA
LPL FINANCIAL LLC · EPHRATA, WA
EDWARD JONES · EPHRATA, WA

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