Alan Bentley

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-02-22
IA	RA	APPROVED	2023-12-18

TX RA
APPROVED

Since 2024-02-22
IA RA
APPROVED

Since 2023-12-18

Branch Locations

Indianola, IA • United States

1513 N 1St St, Indianola, IA 50125 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2023	Present
Jb Hunt Transport	Lowell	AR	01/2013	09/2023
Ixonia Bank	Ixonia	WI	10/2019	06/2021
Jt's Slapshot Hockey Shop	Windsor Heights	IA	08/2017	01/2018

10/2023 → Present

Edward Jones

St Louis, MO
01/2013 → 09/2023

Jb Hunt Transport

Lowell, AR
10/2019 → 06/2021

Ixonia Bank

Ixonia, WI
08/2017 → 01/2018

Jt's Slapshot Hockey Shop

Windsor Heights, IA

Other Businesses

InvestRite Group, LLC Type of business: Real Estate/Rental Properties West Des Moines, IA Start date: 11/7/2017 Owner/President Hours per week: 1 Hours during trading: 0 Own properties, communicate with property managers when needed, bookkeeping **** "InvestRite Group, LLC Type: Real Estate/Rental Properties Date: 11/07/17 Title: Owner/President Trad Hrs: 0 Tot Hrs: 0 Desc: Own properties, communicate with property managers when needed, bookkeeping City-State: West Des Moines IA"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-12

S66 Uniform Combined State Law Examination

2023-12-12

View on SEC IAPD