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Catrina Ann Taylor

Edward Jones

Amherst, VA

CRD 7871473

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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 2025-06-05
VA RA APPROVED 2025-05-29
  • TX RA
    APPROVED
    Since 2025-06-05
  • VA RA
    APPROVED
    Since 2025-05-29

Branch Locations

210 Ambriar Plaza, Amherst, VA 24521 • 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 01/2025 Present
Edward Jones Amherst VA 03/2024 01/2025
Veterans Disability Help Ridgecrest CA 05/2023 02/2024
Darden Restaurants Inc (Olive Garden) Orlando FL 08/2015 02/2023
  • 01/2025 → Present
    Edward Jones
    St Louis, MO
  • 03/2024 → 01/2025
    Edward Jones
    Amherst, VA
  • 05/2023 → 02/2024
    Veterans Disability Help
    Ridgecrest, CA
  • 08/2015 → 02/2023
    Darden Restaurants Inc (Olive Garden)
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-29
  • S66 Uniform Combined State Law Examination
    2025-05-29
Other Names
  • Catrina Ann Thompson
  • Catrina Ann Martin

View on SEC IAPD

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