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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED | 2019-01-09 |
| WA | RA | APPROVED | 2018-01-03 |
Branch Locations
1334 N Whitman Ln Ste 240, Liberty Lake, WA 99019 • United States
Coolin, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | Present |
| Concur Technologies | Bellevue | WA | 01/2017 | 10/2017 |
| Concur Technologies | Bellevue | WA | 06/2015 | 12/2016 |
Max's Hideaway LLC Type of business: Vacation Home Liberty Lake, WA Start date: 7/11/2002 Managing Partner Hours per week: 2 Hours during trading: 0 Fiduciary responsibility to execute the operating agreement; maintaining the sustainability of the family cabin. Includes contracting maintenance work, potential rentals, bookkeeping, running partnership meetings etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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