Christopher Scott Carlson

CRD 3185250

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-27
MI	RA	APPROVED	2010-09-24

TX RA
APPROVED_RES

Since 2018-12-27
MI RA
APPROVED

Since 2010-09-24

Branch Locations

6739 Courtland Dr Ne Suite 202, Rockford, MI 49341-9606 • 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

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	Yorba Linda	CA	01/1999	Present

01/1999 → Present

Edward D. Jones & Co., L.P.

Yorba Linda, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-28
S63	Uniform Securities Agent State Law Examination	1999-04-07

S66 Uniform Combined State Law Examination

2009-12-28
S63 Uniform Securities Agent State Law Examination

1999-04-07

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

FIFTH THIRD SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

Nearby Investors

Natalie Mayumi Filker

Andrew Christopher Carlson

Bryan Blaine Kading

Nearby Offices

EDWARD JONES · ROCKFORD, MI

FIFTH THIRD SECURITIES, INC. · GRAND RAPIDS, MI

J.P. MORGAN SECURITIES LLC · GRAND RAPIDS, MI

More in Rockford, MI

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