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Joseph M Cerullo

Edward Jones

New Lenox, IL

CRD 6898919

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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 2018-12-24
IL RA APPROVED 2018-04-10
  • TX RA
    APPROVED
    Since 2018-12-24
  • IL RA
    APPROVED
    Since 2018-04-10

Branch Locations

324 Alana Dr, New Lenox, IL 60451 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2018 Present
Allegiant Commodity Group Chicago IL 01/2009 01/2018
  • 01/2018 → Present
    St Louis, MO
  • 01/2009 → 01/2018
    Allegiant Commodity Group
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-29
  • S66 Uniform Combined State Law Examination
    2018-03-29
Designations
  • Certified Financial Planner
Other Names
  • Joseph Cerullo
  • Joseph Michael Cerullo

View on SEC IAPD

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