Morgan F Washburn

Three Rivers, MI

CRD 7738784

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-16
MI	RA	APPROVED	2023-08-11

TX RA
APPROVED_RES

Since 2026-03-16
MI RA
APPROVED

Since 2023-08-11

Branch Locations

Vicksburg, MI • United States

756 South Us 131, Three Rivers, MI 49093 • 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
Kalsee Credit Union	Kalamazoo	MO	10/2022	05/2023
Arbor Financial Credit Union	Portage	MI	08/2018	09/2022
Arby'S Corporation	Paw Paw	MI	06/2016	07/2018
Western Michigan University	Kalamazoo	MI	09/2017	04/2022
Edward Jones	St Louis	MO	06/2023	Present

10/2022 → 05/2023

Kalsee Credit Union

Kalamazoo, MO
08/2018 → 09/2022

Arbor Financial Credit Union

Portage, MI
06/2016 → 07/2018

Arby'S Corporation

Paw Paw, MI
09/2017 → 04/2022

Western Michigan University

Kalamazoo, MI
06/2023 → Present

Edward Jones

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-08

S66 Uniform Combined State Law Examination

2023-08-08

Other Names

Morgan Faith Medema
Morgan Faith Washburn

View on SEC IAPD

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