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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 | 2024-03-21 |
| CA | RA | APPROVED | 2023-11-21 |
Branch Locations
Desert Hot Springs, CA • United States
40101 Monterey Ave Ste B-2, Rancho Mirage, CA 92270-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2023 | Present |
| Spencers Restaurant | Palm Springs | CA | 05/2013 | 06/2018 |
| Crush Kitchen | Chico | CA | 09/2017 | 10/2018 |
| Associated Students | Chico | CA | 10/2018 | 02/2020 |
| Millennial Hart Management | Chico | CA | 10/2018 | 06/2020 |
| Family Heritage Globe Life | Chico | CA | 12/2020 | Present |
| Lares Research | Chico | CA | 12/2021 | 04/2022 |
| Post Under Grad | Chico | CA | 06/2020 | 12/2020 |
have my own small book of supplemental insurance i am independently contracted with Family Heritage Globe Life i sell and help my clients file claims. Family Heritage Globe Life Type: Date: 12/20/20 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: City-State: Chico CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
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