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Lori Homan

Edward Jones

Coldwater, OH

CRD 7781725

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-06
OH RA APPROVED 2023-11-03
  • TX RA
    APPROVED
    Since 2024-12-06
  • OH RA
    APPROVED
    Since 2023-11-03

Branch Locations

106 South Second Street, Coldwater, OH 45828 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2023 Present
National Mutual Insurance Company Celina OH 02/2007 07/2023
  • 07/2023 → Present
    St Louis, MO
  • 02/2007 → 07/2023
    National Mutual Insurance Company
    Celina, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
  • S66 Uniform Combined State Law Examination
    2023-10-30
Other Names
  • Lori York
  • Lori Rose Homan
  • Lori Rose York

View on SEC IAPD

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