Alexander R Wallace

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	2023-09-08
ME	RA	APPROVED	2023-08-23
NH	RA	APPROVED	2023-08-23

TX RA
APPROVED

Since 2023-09-08
ME RA
APPROVED

Since 2023-08-23
NH RA
APPROVED

Since 2023-08-23

Branch Locations

11 Sanborn Lane Unit 7, Eliot, ME 03903 • 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	06/2023	Present
Duke Marine Engineering Consultants	Stuart	FL	04/2017	08/2017
Strategic Maintenance Solutions	Gorham	ME	11/2017	01/2023
Mfm Services Llc	Jacksonville	FL	08/2016	04/2017
Unemployed	Dover	NH	01/2023	06/2023

06/2023 → Present

Edward Jones

St Louis, MO
04/2017 → 08/2017

Duke Marine Engineering Consultants

Stuart, FL
11/2017 → 01/2023

Strategic Maintenance Solutions

Gorham, ME
08/2016 → 04/2017

Mfm Services Llc

Jacksonville, FL
01/2023 → 06/2023

Unemployed

Dover, NH

Other Businesses

76 Broadway Type of business: Rental Property Dover, NH Start date: 7/18/2022 Owner Hours per week: 5 Hours during trading: 0 Owner and property manager of an owner-occupied rental property.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-22

S66 Uniform Combined State Law Examination

2023-08-22

Other Names

Alex Wallace
Alexander Raymond Wallace

View on SEC IAPD