William Bradford Pomeroy

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	2021-06-21
NC	RA	APPROVED	2018-06-29

TX RA
APPROVED_RES

Since 2021-06-21
NC RA
APPROVED

Since 2018-06-29

Branch Locations

1000 Social St Suite 360, Raleigh, NC 27609 • 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 Jones	St Louis	MO	04/2018	Present
Arca Tech Systems Llc	Mebane	NC	06/2015	04/2018

04/2018 → Present

Edward Jones

St Louis, MO
06/2015 → 04/2018

Arca Tech Systems Llc

Mebane, NC

Other Businesses

NORTH CAROLINA TENNIS ASSOCIATION GREENSBORO, NC Start date: 1/1/2020 MEMBER OF INVESTMENT COMMITTEE Hours per week: 0 Hours during trading: 0 Desc: CONSULT WITH LEADERSHIP OF INVESTMENT COMMITTEE TO ASSIST IN HELPING NCTA (NON-PROFIT) HAS PROPER INVESTMENT ALLOCATION OF CAPITAL RESERVES FOR THEIR LONG TERM GOALS - I HAVE NO ABILITY OR DISCRETION TO TRANSACT ANY BUSINESS IN ORGANIZATION'S OUTSIDE INVESTMENT ACCOUNTS, NOT BOARD MEMBER

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-28

S66 Uniform Combined State Law Examination

2018-06-28

Designations

Certified Financial Planner

View on SEC IAPD