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Joshua W Dreps

Edward Jones

Charlotte, MI

CRD 7794171

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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
MI RA APPROVED 2023-10-21
  • MI RA
    APPROVED
    Since 2023-10-21

Branch Locations

722 W Lawrence Ave Suite B, Charlotte, MI 48813 • 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 08/2023 Present
Bellevue Community Schools Bellevue MI 08/2018 08/2023
Battle Creek Public School Battle Creek MI 08/2014 08/2018
  • 08/2023 → Present
    St Louis, MO
  • 08/2018 → 08/2023
    Bellevue Community Schools
    Bellevue, MI
  • 08/2014 → 08/2018
    Battle Creek Public School
    Battle Creek, MI
Other Businesses

Taste of Heavens Catering Type of business: Catering Sunfield, MI Start date: 1/31/2026 Worker Hours per week: 1 Hours during trading: 0 Desc: Working Two Saturdays for a big plated event. Did a lot of work with them before becoming an advisor. Plating and serving food.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2023-10-16
Other Names
  • Joshua William Dreps

View on SEC IAPD

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