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Sharon H Vickery

Edward Jones

Des Moines, IA

Johnston, IA

CRD 6930629

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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 2019-08-02
IA RA APPROVED 2018-08-06
  • TX RA
    APPROVED
    Since 2019-08-02
  • IA RA
    APPROVED
    Since 2018-08-06

Branch Locations

Des Moines, IA • United States

5441 Nw 86Th St Suite 200, Johnston, IA 50131 • 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 04/2018 Present
Sogeti Usa West Des Moines IA 05/2014 03/2018
  • 04/2018 → Present
    Edward Jones
    St Louis, MO
  • 05/2014 → 03/2018
    Sogeti Usa
    West Des Moines, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2018-08-03
Other Names
  • Sharon Heithoff Vickery

View on SEC IAPD

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