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Cynthia Ann Wemyss

Edward Jones

Los Altos, CA

CRD 3193282

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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 2014-08-20
CA RA APPROVED 2006-11-14
  • TX RA
    APPROVED
    Since 2014-08-20
  • CA RA
    APPROVED
    Since 2006-11-14

Branch Locations

339 S San Antonio Road Suite 1 B, Los Altos, CA 94022 • 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 D. Jones & Co., L.P. Los Altos CA 01/1999 Present
  • 01/1999 → Present
    Edward D. Jones & Co., L.P.
    Los Altos, CA
Other Businesses

C A Resources Type of business: Consulting Los Altos, CA Start date: 1/1/1995 Partner Hours per week: 0 Hours during trading: 0 No current activity

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-17
  • S63 Uniform Securities Agent State Law Examination
    1999-03-17
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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