Jonathan C Soares

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2023	Present
United Way Of Greater Baytown Area And Chambers County	Baytown	TX	12/2022	09/2023
Faith Family Church	Baytown	TX	05/2022	11/2022
Countryside Christian Church	Clearwater	FL	07/2019	05/2022
Starbucks	Palm Harbor	FL	11/2018	03/2020
Chick-Fil-A	Palm Harbor	FL	05/2016	01/2018
Palm Harbor University High School	Palm Harbor	FL	08/2015	05/2019
St. Petersburg College	Clearwater	FL	08/2019	05/2023

09/2023 → Present

Edward Jones

St Louis, MO
12/2022 → 09/2023

United Way Of Greater Baytown Area And Chambers County

Baytown, TX
05/2022 → 11/2022

Faith Family Church

Baytown, TX
07/2019 → 05/2022

Countryside Christian Church

Clearwater, FL
11/2018 → 03/2020

Starbucks

Palm Harbor, FL
05/2016 → 01/2018

Chick-Fil-A

Palm Harbor, FL
08/2015 → 05/2019

Palm Harbor University High School

Palm Harbor, FL
08/2019 → 05/2023

St. Petersburg College

Clearwater, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-27

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