Casey Richards

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	2023-09-20

TX RA
APPROVED

Since 2023-09-20

Branch Locations

Austin, TX • United States

251 N Fm 1626 Bldg 1-D, Buda, TX 78610 • 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	07/2023	Present
Us Army	Fort Meade	MD	01/2001	02/2023
Unemployed	Buda	TX	03/2023	07/2023

07/2023 → Present

Edward Jones

St Louis, MO
01/2001 → 02/2023

Us Army

Fort Meade, MD
03/2023 → 07/2023

Unemployed

Buda, TX

Other Businesses

Rental Property New Braunfels, TX Start date: 12/1/2022 Owner Hours per week: 1 Hours during trading: 0 Property Owner. *** Rental Property Buda, TX Start date: 12/13/2024 Owner Hours per week: 1 Hours during trading: 0 Property Owner *** US Department of Defense Austin, TX Start date: 3/1/2023 Hours per week: 0 Hours during trading: 0 0 *

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-18

S66 Uniform Combined State Law Examination

2023-09-18

Other Names

Casey James Richards

View on SEC IAPD