Patrick Edward Herbert

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	2023-11-29
MD	RA	APPROVED	2023-08-23

TX RA
APPROVED

Since 2023-11-29
MD RA
APPROVED

Since 2023-08-23

Branch Locations

Clarksville, MD • United States

25 Magothy Beach Road Suite 104, Pasadena, MD 21122-0000 • 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
Kevin Gordon Agency Of State Farm	Columbia	MD	02/2021	05/2023
Unemployed	Clarksville	MD	03/2020	02/2021
Colemont Restaurant Group- Walker's Tap & Table	Glenwood	MD	08/2019	03/2020
Victoria Restaurant Group- Food Plenty	Clarksville	MD	12/2017	06/2019
Union Jack's Restaurant Group	Columbia	MD	01/2011	12/2017

06/2023 → Present

Edward Jones

St Louis, MO
02/2021 → 05/2023

Kevin Gordon Agency Of State Farm

Columbia, MD
03/2020 → 02/2021

Unemployed

Clarksville, MD
08/2019 → 03/2020

Colemont Restaurant Group- Walker's Tap & Table

Glenwood, MD
12/2017 → 06/2019

Victoria Restaurant Group- Food Plenty

Clarksville, MD
01/2011 → 12/2017

Union Jack's Restaurant Group

Columbia, MD

Other Businesses

Cherry Hill Apartment L.C. Type of business: L.P. of Cherry Hill Apts- Dittmar Vienna, VA Start date: 6/12/2012 LPT Hours per week: 0 Hours during trading: 0 0

Exams

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

S66 Uniform Combined State Law Examination

2023-08-22

View on SEC IAPD