Sarah Carpenter

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-02-16
WI	RA	APPROVED	2020-12-14

TX RA
APPROVED_RES

Since 2021-02-16
WI RA
APPROVED

Since 2020-12-14

Branch Locations

165 W Netherwood Rd, Oregon, WI 53575 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	Oregon	WI	02/2018	08/2025
Msa Professional Services	Madison	WI	05/2010	02/2018
Edward Jones	St. Louis	MO	08/2025	Present

02/2018 → 08/2025

Edward Jones

Oregon, WI
05/2010 → 02/2018

Msa Professional Services

Madison, WI
08/2025 → Present

Edward Jones

St. Louis, MO

Other Businesses

"Carpenter Family LLC Type: Expenses Account Date: 12/03/24 Title: President Trad Hrs: 0 Tot Hrs: 1 Desc: Organizing expenses and compensation for the family account. City-State: Oregon WI" "Emerald Point LLC Type: Property Date: 09/13/22 Title: Owner Trad Hrs: 0 Tot Hrs: 5 Desc: Rental property. City-State: Oregon WI"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-11

S66 Uniform Combined State Law Examination

2020-12-11

Other Names

Sarah Beth Gengler
Sarah Carpenter
Sarah Beth Carpenter

View on SEC IAPD