Best Investors Account Sign in

Jeffrey Baumgartner

Edward Jones

Key West, FL

Key Largo, FL

CRD 7785030

Claim This Profile
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
FL RA APPROVED 2023-10-04
  • FL RA
    APPROVED
    Since 2023-10-04

Branch Locations

1010 Kennedy Dr Suite 204, Key West, FL 33040 • United States

Key Largo, FL • 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
Florida Bay Forever Islamorada FL 06/2022 01/2023
American Red Cross Santa Rosa CA 03/2012 11/2022
American Red Cross Miami FL 03/2012 11/2022
American Red Cross Palmdale CA 03/2012 11/2022
Unemployed Key Largo FL 02/2023 07/2023
  • 07/2023 → Present
    Edward Jones
    St Louis, MO
  • 06/2022 → 01/2023
    Florida Bay Forever
    Islamorada, FL
  • 03/2012 → 11/2022
    American Red Cross
    Santa Rosa, CA
  • 03/2012 → 11/2022
    American Red Cross
    Miami, FL
  • 03/2012 → 11/2022
    American Red Cross
    Palmdale, CA
  • 02/2023 → 07/2023
    Unemployed
    Key Largo, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Jeffrey Daniel Baumgartner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROVISE MANAGEMENT GROUP, LLC

Nearby Investors

Thomas Edward Nitti
Tyler Joseph Nitti
John Picco

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · KEY WEST, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KEY WEST, FL
PROVISE MANAGEMENT GROUP, LLC · KEY WEST, FL

More in Key West, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor