Best Investors Account Sign in

Leslie D Brownlee

Edward Jones

Carrollton, TX

CRD 7851762

Claim This Profile
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
TX RA APPROVED 2024-03-25
  • TX RA
    APPROVED
    Since 2024-03-25

Branch Locations

4425 Plano Pkwy Suite 705, Carrollton, TX 75010-5024 • 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 01/2024 Present
Legacy Senior Communities Dallas TX 02/2020 12/2023
Edgemere Dallas TX 01/2016 02/2020
  • 01/2024 → Present
    St Louis, MO
  • 02/2020 → 12/2023
    Legacy Senior Communities
    Dallas, TX
  • 01/2016 → 02/2020
    Edgemere
    Dallas, TX
Other Businesses

Rental Property Denison, TX Start date: 1/16/2024 Owner Hours per week: 0 Hours during trading: 0 Maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-19
  • S66 Uniform Combined State Law Examination
    2024-03-19
Other Names
  • Chip Brownlee
  • Leslie Brownlee
  • Leslie Dale Brownlee

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Carrollton, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor