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Jack David Lonergan

Edward Jones

Mechanicsville, VA

Glen Allen, VA

CRD 6895512

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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 2023-01-03
VA RA APPROVED 2018-09-21
  • TX RA
    APPROVED_RES
    Since 2023-01-03
  • VA RA
    APPROVED
    Since 2018-09-21

Branch Locations

Mechanicsville, VA • United States

5396 Twin Hickory Rd, Glen Allen, VA 23059 • 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 01/2018 Present
Bio-Cat Troy VA 06/2016 12/2017
  • 01/2018 → Present
    Edward Jones
    St Louis, MO
  • 06/2016 → 12/2017
    Bio-Cat
    Troy, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
  • S66 Uniform Combined State Law Examination
    2018-03-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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