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Adam Woldt

Edward Jones

Red Oak, TX

CRD 7868661

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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
TX RA APPROVED 2024-06-06
  • TX RA
    APPROVED
    Since 2024-06-06

Branch Locations

101 Vintage Dr Suite 102, Red Oak, TX 75154-6302 • 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 02/2024 Present
Gilchrist Automotive / Pegasus Cdjr Ennis TX 01/2024 02/2024
Woldt Logistics Ennis TX 12/2023 01/2024
Uber Ennis TX 08/2023 10/2023
Statewide Remodeling Grapevine TX 07/2023 08/2023
Genesis Power Solutions Dallas TX 06/2023 07/2023
Unemployed Ennis TX 03/2023 06/2023
Farmhouse Furnishings Ennis TX 10/2020 03/2023
Clayton Homes Corsicana TX 05/2016 09/2020
  • 02/2024 → Present
    Edward Jones
    St Louis, MO
  • 01/2024 → 02/2024
    Gilchrist Automotive / Pegasus Cdjr
    Ennis, TX
  • 12/2023 → 01/2024
    Woldt Logistics
    Ennis, TX
  • 08/2023 → 10/2023
    Uber
    Ennis, TX
  • 07/2023 → 08/2023
    Statewide Remodeling
    Grapevine, TX
  • 06/2023 → 07/2023
    Genesis Power Solutions
    Dallas, TX
  • 03/2023 → 06/2023
    Unemployed
    Ennis, TX
  • 10/2020 → 03/2023
    Farmhouse Furnishings
    Ennis, TX
  • 05/2016 → 09/2020
    Clayton Homes
    Corsicana, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
  • S66 Uniform Combined State Law Examination
    2024-05-30

View on SEC IAPD

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