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Paul Wendel Pittman

Edward Jones

Irving, TX

CRD 3185291

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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 2007-02-13
  • TX RA
    APPROVED
    Since 2007-02-13

Branch Locations

222 W Las Colinas Blvd Suite 155E, Irving, TX 75039 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Irving TX 02/1999 Present
  • 02/1999 → Present
    Edward D. Jones & Co., L.P.
    Irving, TX
Other Businesses

"Prestonwood Baptist Church Type of business: Religous Organization Plano, TX Start date: 2/1/2005 CAMERA OPERATOR Hours per week: 2 Hours during trading: 0 I AM A VOLUNTEER FOR THE CHURCH'S TV MINISTRY BUT WE OCCASIONALLY HAVE OUTSIDE EVENTS THAT WE WILL BROADCAST AND THOSE ARE OFTEN PAID EVENTS."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-31
S63 Uniform Securities Agent State Law Examination 1999-04-08
  • S66 Uniform Combined State Law Examination
    2007-01-31
  • S63 Uniform Securities Agent State Law Examination
    1999-04-08
Other Names
  • Paul Pittman

View on SEC IAPD

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