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Jamie Carlson

Edward Jones

Elk River, MN

CRD 7828191

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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
MN RA APPROVED 2024-03-19
  • MN RA
    APPROVED
    Since 2024-03-19

Branch Locations

305 Jackson Avenue Ste A, Elk River, MN 55330 • 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
Laid Off Elk River MN 05/2023 11/2023
Premier Marine Big Lake MN 11/2021 04/2023
Cintas Corporation Maple Grove MN 10/2018 11/2021
Target Corporation Maple Grove MN 05/2012 10/2018
  • 11/2023 → Present
    Edward Jones
    St Louis, MO
  • 05/2023 → 11/2023
    Laid Off
    Elk River, MN
  • 11/2021 → 04/2023
    Premier Marine
    Big Lake, MN
  • 10/2018 → 11/2021
    Cintas Corporation
    Maple Grove, MN
  • 05/2012 → 10/2018
    Target Corporation
    Maple Grove, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
  • S66 Uniform Combined State Law Examination
    2024-03-08

View on SEC IAPD

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