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Arthur T Engelage

Edward Jones

Park City, UT

CRD 7796474

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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
UT RA APPROVED 2023-10-20
  • UT RA
    APPROVED
    Since 2023-10-20

Branch Locations

3126 Quarry Rd 4H, Park City, UT 84098 • 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
Berkshire Hathaway H.S. Utah Properties Park City UT 06/2019 08/2023
Golftec Park City UT 12/2015 05/2019
Edward Jones St Louis MO 08/2023 Present
  • 06/2019 → 08/2023
    Berkshire Hathaway H.S. Utah Properties
    Park City, UT
  • 12/2015 → 05/2019
    Golftec
    Park City, UT
  • 08/2023 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-17
  • S66 Uniform Combined State Law Examination
    2023-10-17
Other Names
  • Arthur Theodore Engelage
  • Arthur Theodore Engelage

View on SEC IAPD

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