John R Query

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Edward Jones
  St Louis, MO
• 08/2014 → 01/2018
  Uber Technologies Inc.
  San Francisco, CA
• 08/2012 → 10/2017
  Cardiopharma, Inc.
  Wilmington, NC
• 02/2015 → Present
  More Money Sgpc
  Wilmington, NC

Other Businesses

Parking Lot Type of business: Parking Lot Rental Carolina Beach, NC Start date: 5/1/2024 Joint Owner Hours per week: 0 Hours during trading: 0 Bought beach lot, charging for Seasonal parking from March-October, monitored by Town of CB.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-15

Designations

• Certified Financial Planner

Other Names

• John Richard Query