Best Investors Account Sign in

Jeffrey Baumgartner

Edward Jones

Key West, FL

Key Largo, FL

Claim This Profile
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

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROVISE MANAGEMENT GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TAPA PRIVATE WEALTH INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC

Other Investors

Thomas Edward Nitti
Tyler Joseph Nitti
John Picco
MICHAEL CHRISTOPHER DEROCHE
JOHN WHITMAN PARKS
Kevin A Kimzey
JACK DEVON NILES
MATTHEW DION

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · KEY WEST, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KEY WEST, FL
PROVISE MANAGEMENT GROUP, LLC · KEY WEST, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · KEY WEST, FL
TAPA PRIVATE WEALTH INC. · KEY WEST, FL
EAGLE STRATEGIES LLC · KEY WEST, FL
LPL FINANCIAL LLC · SUMMERLAND KEY, FL

More in Key West, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor