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Tyler R Metcalf

Edward Jones

New Hampton, IA

CRD 7722736

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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 2023-07-06
IA RA APPROVED 2023-07-03
  • TX RA
    APPROVED
    Since 2023-07-06
  • IA RA
    APPROVED
    Since 2023-07-03

Branch Locations

121 W Main St Suite 1, New Hampton, IA 50659 • 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 04/2023 Present
Farmers State Bank Waterloo IA 09/2018 04/2023
Wartburg College Waverly IA 10/2013 04/2017
Kwwl-Tv Waterloo IA 05/2017 09/2018
Wartburg College Waverly IA 09/2013 05/2017
  • 04/2023 → Present
    St Louis, MO
  • 09/2018 → 04/2023
    Farmers State Bank
    Waterloo, IA
  • 10/2013 → 04/2017
    Wartburg College
    Waverly, IA
  • 05/2017 → 09/2018
    Kwwl-Tv
    Waterloo, IA
  • 09/2013 → 05/2017
    Wartburg College
    Waverly, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-30
  • S66 Uniform Combined State Law Examination
    2023-06-30
Other Names
  • Tyler Richard Metcalf

View on SEC IAPD

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