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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-06
TN RA APPROVED 2024-02-05
  • TX RA
    APPROVED
    Since 2024-06-06
  • TN RA
    APPROVED
    Since 2024-02-05

Branch Locations

2099 Thunderhead Road Suite 202, Knoxville, TN 37922 • United States

Knoxville, TN • 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 11/2023 Present
Money Wellness, Llc Knoxville TN 06/2023 11/2023
Money Wellness, Llc San Antonio TX 06/2022 05/2023
University Of Incarnate Word San Antonio TX 08/2021 05/2022
United States Air Force Jbsa Randolph TX 04/2001 07/2021
  • 11/2023 → Present
    St Louis, MO
  • 06/2023 → 11/2023
    Money Wellness, Llc
    Knoxville, TN
  • 06/2022 → 05/2023
    Money Wellness, Llc
    San Antonio, TX
  • 08/2021 → 05/2022
    University Of Incarnate Word
    San Antonio, TX
  • 04/2001 → 07/2021
    United States Air Force
    Jbsa Randolph, TX
Other Businesses

Money Wellness, LLC Type of business: Financial Planning (non-invest Knoxville, TN Start date: 6/1/2023 Owner Hours per week: 6 Hours during trading: 0 Work with under-served clients to build financial plans including cash-flow management, savings plans, investment education, risk mitigation, and estate planning. Non-investment advice. 1 client remaining...will wrap up services by end of November 2023 **** "Money Wellness, LLC Type: Financial Planning (non-invest Date: 06/01/23 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: I own this business and was self-employed prior to Edward Jones employment. City-State: Knoxville TN" **** "Activity: Rental Property Type: Rental Property Date: 01/01/23 Title: Owner Trad Hrs: 0 Tot Hrs: 2 Desc: My husband and I rent out a portion of our home to long-term renters. City-State: Knoxville TN"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-25
  • S66 Uniform Combined State Law Examination
    2024-01-25
Other Names
  • Jessi Rae Seals
  • Jessi Rae Rozman
  • Jessi Rae Schaefer

View on SEC IAPD

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