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Edward Jones CRD 250
$1.01T regulatory AUM 28,751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-29 |
| NC | RA | APPROVED | 2020-03-13 |
Branch Locations
11020 David Taylor Dr Ste 116, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2005 | 07/2018 |
| Tiaa | Charlotte | NC | 08/2005 | 07/2018 |
| Edward Jones | St.LOuis | MO | 03/2020 | Present |
| Tiaa | Charlotte | NC | 07/2018 | 03/2020 |
IEnate, LLC Not investment related Type of business: Coaching, Consulting, Retail Location: Charlotte, NC Position: Partner Start date: 03/01/2019 Hours per week: 0 Hours during trading: 0 No responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
| S66 | Uniform Combined State Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-11 |
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