Nicholas Michael Lampi

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_RES	2022-01-04

TX RA
APPROVED_RES

Since 2022-01-04

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • 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
Student	Minneapolis	MN	09/1994	Present
Edward D. Jones & Co., L.P.	St. Louis	MO	04/1999	Present

09/1994 → Present

Student

Minneapolis, MN
04/1999 → Present

Edward D. Jones & Co., L.P.

St. Louis, MO

Other Businesses

Eventive Meetings LLC Type of business: Event Coordinating Chesterfield, MO Start date: 1/7/2007 Secretary Hours per week: 0 Hours during trading: 0 No responsibilities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-06-09

S63 Uniform Securities Agent State Law Examination

1999-06-09

Designations

Certified Financial Planner

Other Names

Nicholas Lampi

View on SEC IAPD