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Bernardo Arcos

Edward Jones

Wellington, FL

CRD 6886454

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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 2019-01-03
FL RA APPROVED 2018-02-13
  • TX RA
    APPROVED
    Since 2019-01-03
  • FL RA
    APPROVED
    Since 2018-02-13

Branch Locations

2767 S State Road 7 Suite 202, Wellington, FL 33414-0000 • 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 12/2017 Present
Brother International Bridgewater NJ 12/2002 12/2017
  • 12/2017 → Present
    Edward Jones
    St Louis, MO
  • 12/2002 → 12/2017
    Brother International
    Bridgewater, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-10
  • S66 Uniform Combined State Law Examination
    2018-02-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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